CPWM
Cypress Point Wealth Management’s Uber UBER Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-400
| Closed | -$18K | – | 143 |
|
|
2021
Q3 | $18K | Hold |
400
| – | – | 0.01% | 99 |
|
|
2021
Q2 | $20K | Sell |
400
-8,133
| -95% | -$407K | 0.01% | 104 |
|
|
2021
Q1 | $465K | Buy |
8,533
+454
| +6% | +$24.7K | 0.48% | 17 |
|
|
2020
Q4 | $412K | Buy |
+8,079
| New | +$412K | 0.63% | 56 |
|