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Lake Point Wealth Management’s Fair Isaac FICO Stock Holding History

Lake Point Wealth Management’s Portfolio FICO Stock Details FICO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		$6K Hold
15
– – ﹤0.01% 210
2022
Q1 		$7K Hold
15
– – ﹤0.01% 207
2021
Q4 		$7K Hold
15
– – ﹤0.01% 217
2021
Q3 		$6K Hold
15
– – ﹤0.01% 221
2021
Q2 		$8K Buy
+15
New +$7.59K ﹤0.01% 198
2020
Q1 		$5K Hold
15
– – ﹤0.01% 159
2019
Q4 		$6K Buy
+15
New +$5.05K ﹤0.01% 333
2019
Q2 		$5K Hold
15
– – ﹤0.01% 420
2019
Q1 		$5K Hold
15
– – ﹤0.01% 420
2018
Q4 		$3K Buy
+15
New +$2.93K ﹤0.01% 626

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