CPWM
Cypress Point Wealth Management’s WisdomTree US Efficient Core Fund NTSX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-101
| Closed | -$4K | – | 113 |
|
|
2021
Q3 | $4K | Buy |
101
+1
| +1% | +$40 | ﹤0.01% | 128 |
|
|
2021
Q2 | $4K | Sell |
100
-13
| -12% | -$520 | ﹤0.01% | 172 |
|
|
2021
Q1 | $4K | Hold |
113
| – | – | ﹤0.01% | 94 |
|
|
2020
Q4 | $4K | Buy |
+113
| New | +$4K | 0.01% | 182 |
|