CPWM

Cypress Point Wealth Management’s Upstart Holdings UPST Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2022 Q2	–	Sell	-3,942	Closed	-$430K	–	32
2022 Q1	$430K	Hold	3,942	–	–	0.44%	25
2021 Q4	$596K	Buy	3,942 +1,646	+72%	+$249K	0.55%	22
2021 Q3	$727K	Buy	+2,296	New	+$727K	0.52%	19