LPWM
DASTY
Lake Point Wealth Management’s DASSAULT SYSTEMES SA ADR DASTY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | $148K | Hold |
1,000
| – | – | 0.13% | 26 |
|
|
2019
Q4 | $165K | Buy |
+1,000
| New | +$165K | 0.05% | 55 |
|
|
2019
Q2 | $160K | Hold |
1,000
| – | – | 0.06% | 51 |
|
|
2019
Q1 | $160K | Hold |
1,000
| – | – | 0.06% | 51 |
|
|
2018
Q4 | $119K | Buy |
+1,000
| New | +$119K | 0.04% | 196 |
|