CPWM
REGI
Cypress Point Wealth Management’s Renewable Energy Group, Inc. REGI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-4,535
| Closed | -$275K | – | 35 |
|
|
2022
Q1 | $275K | Buy |
+4,535
| New | +$275K | 0.28% | 30 |
|
|
2021
Q4 | – | Sell |
-4,535
| Closed | -$228K | – | 174 |
|
|
2021
Q3 | $228K | Hold |
4,535
| – | – | 0.16% | 27 |
|
|
2021
Q2 | $283K | Sell |
4,535
-1,800
| -28% | -$112K | 0.2% | 27 |
|
|
2021
Q1 | $418K | Buy |
6,335
+2,403
| +61% | +$159K | 0.44% | 18 |
|
|
2020
Q4 | $278K | Buy |
+3,932
| New | +$278K | 0.42% | 71 |
|