Cypress Point Wealth Management, LLC Ishares Core U.S. Aggregate Bo Transaction History

Cypress Point Wealth Management, LLC

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2021 Jan 27, 2022	SELL	$113.45 - $115.33 $24,959 - $25,372	-220 Closed	0 $0
Q1 2021 May 07, 2021	BUY	$113.42 - $118.04 $4,309 - $4,485	38 Added 20.88%	220 $25,000
Q4 2020 Feb 05, 2021	BUY	$117.06 - $118.42 $21,304 - $21,552	182 New	182 $22,000

1,975

1.06B

115K

548K

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