CPWM
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Cypress Point Wealth Management’s Philip Morris PM Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2021
Q2
Sell
-200
Closed -$18K 202
2021
Q1
$18K Hold
200
0.02% 64
2020
Q4
$17K Buy
+200
New +$17K 0.03% 136