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Cypress Point Wealth Management’s Jefferies Financial Group JEF Stock Holding History

Cypress Point Wealth Management’s Portfolio JEF Stock Details JEF Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-1,065
Closed -$26K – 149
2020
Q4 		$26K Buy
+1,065
New +$26K 0.04% 121