CPWM
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Cypress Point Wealth Management’s Jacobs Solutions J Stock Holding History

Cypress Point Wealth Management’s Portfolio J Stock Details J Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-200
Closed -$27K – 95
2021
Q3 		$27K Hold
200
– – 0.02% 79
2021
Q2 		$27K Buy
+200
New +$27K 0.02% 85