CPWM
Cypress Point Wealth Management’s Open Lending Corp LPRO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-107,000
| Closed | -$597K | – | 76 |
|
|
2024
Q2 | $597K | Hold |
107,000
| – | – | 0.28% | 49 |
|
|
2024
Q1 | $670K | Hold |
107,000
| – | – | 0.34% | 48 |
|
|
2023
Q4 | $911K | Hold |
107,000
| – | – | 0.68% | 33 |
|
|
2023
Q3 | $783K | Hold |
107,000
| – | – | 0.69% | 32 |
|
|
2023
Q2 | $1.12M | Hold |
107,000
| – | – | 1.2% | 21 |
|
|
2023
Q1 | $753K | Hold |
107,000
| – | – | 1.06% | 22 |
|
|
2022
Q4 | $722K | Hold |
107,000
| – | – | 1.13% | 24 |
|
|
2022
Q3 | $860K | Hold |
107,000
| – | – | 1.6% | 17 |
|
|
2022
Q2 | $1.1M | Hold |
107,000
| – | – | 1.92% | 14 |
|
|
2022
Q1 | $2.02M | Buy |
107,000
+2,500
| +2% | +$47.3K | 2.06% | 16 |
|
|
2021
Q4 | $2.35M | Hold |
104,500
| – | – | 2.18% | 12 |
|
|
2021
Q3 | $3.77M | Hold |
104,500
| – | – | 2.69% | 7 |
|
|
2021
Q2 | $4.5M | Buy |
104,500
+500
| +0.5% | +$21.5K | 3.2% | 6 |
|
|
2021
Q1 | $3.68M | Sell |
104,000
-1,000
| -1% | -$35.4K | 3.83% | 3 |
|
|
2020
Q4 | $3.67M | Buy |
+105,000
| New | +$3.67M | 5.58% | 1 |
|