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Lake Point Wealth Management’s Moelis & Co MC Stock Holding History

Lake Point Wealth Management’s Portfolio MC Stock Details MC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-70
Closed -$2K – 424
2019
Q4 		$2K Buy
+70
New +$2K ﹤0.01% 497
2019
Q2 		$2K Hold
70
– – ﹤0.01% 545
2019
Q1 		$2K Hold
70
– – ﹤0.01% 545
2018
Q4 		$2K Buy
+70
New +$2K ﹤0.01% 685