CPWM
Cypress Point Wealth Management’s 3M MMM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-100
| Closed | -$18K | – | 109 |
|
|
2021
Q3 | $18K | Sell |
100
-200
| -67% | -$36K | 0.01% | 97 |
|
|
2021
Q2 | $60K | Buy |
300
+200
| +200% | +$40K | 0.04% | 55 |
|
|
2021
Q1 | $19K | Hold |
100
| – | – | 0.02% | 63 |
|
|
2020
Q4 | $17K | Buy |
+100
| New | +$17K | 0.03% | 135 |
|