CPWM
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Cypress Point Wealth Management’s Sony SONY Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2021
Q3
Sell
-250
Closed -$24K 215
2021
Q2
$24K Buy
250
+50
+25% +$4.8K 0.02% 92
2021
Q1
$21K Buy
+200
New +$21K 0.02% 62