CPWM
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Cypress Point Wealth Management’s Travelers Companies TRV Stock Holding History

Cypress Point Wealth Management’s Portfolio TRV Stock Details TRV Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-5,870
Closed -$824K – 188
2020
Q4 		$824K Buy
+5,870
New +$824K 1.25% 25