CPWM
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Cypress Point Wealth Management’s Regions Financial RF Stock Holding History

Cypress Point Wealth Management’s Portfolio RF Stock Details RF Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2021
Q3 		– Sell
-375
Closed -$8K – 206
2021
Q2 		$8K Buy
+375
New +$8K 0.01% 154