CPWM
Cypress Point Wealth Management’s Toast TOST Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-15,346
| Closed | -$346K | – | 54 |
|
|
2023
Q2 | $346K | Hold |
15,346
| – | – | 0.37% | 36 |
|
|
2023
Q1 | $272K | Hold |
15,346
| – | – | 0.38% | 36 |
|
|
2022
Q4 | $277K | Hold |
15,346
| – | – | 0.43% | 33 |
|
|
2022
Q3 | $257K | Buy |
+15,346
| New | +$257K | 0.48% | 21 |
|