CPWM
MTTR
Cypress Point Wealth Management’s Matterport, Inc. Class A Common Stock MTTR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-369,639
| Closed | -$802K | – | 61 |
|
|
2023
Q3 | $802K | Sell |
369,639
-3,774
| -1% | -$8.19K | 0.7% | 31 |
|
|
2023
Q2 | $1.18M | Hold |
373,413
| – | – | 1.25% | 20 |
|
|
2023
Q1 | $1.02M | Hold |
373,413
| – | – | 1.44% | 18 |
|
|
2022
Q4 | $1.05M | Hold |
373,413
| – | – | 1.64% | 20 |
|
|
2022
Q3 | $1.42M | Hold |
373,413
| – | – | 2.63% | 11 |
|
|
2022
Q2 | $1.37M | Sell |
373,413
-671
| -0.2% | -$2.46K | 2.4% | 13 |
|
|
2022
Q1 | $3.04M | Buy |
+374,084
| New | +$3.04M | 3.09% | 11 |
|