Cypress Point Wealth Management, LLC Ishares Tr Transaction History

Cypress Point Wealth Management, LLC

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2021 Jan 27, 2022	SELL	$85.37 - $87.5 $18,525 - $18,987	-217 Closed	0 $0
Q3 2021 Nov 05, 2021	BUY	$86.98 - $88.14 $8,263 - $8,373	95 Added 77.87%	217 $19,000
Q1 2021 May 07, 2021	BUY	$85.73 - $87.78 $4,543 - $4,652	53 Added 76.81%	122 $11,000
Q4 2020 Feb 05, 2021	BUY	$83.46 - $87.3 $5,758 - $6,023	69 New	69 $6,000

1,064

239M

115M

366M

Get notified when there are updates to the investment portfolio of Cypress Point Wealth Management, LLC, based on Form 13F filings with the SEC.

Stay updated on Cypress Point Wealth Management, LLC with notifications on news.