LPWM
Lake Point Wealth Management’s Maximus MMS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $53K | Hold |
856
| – | – | 0.03% | 62 |
|
|
2022
Q1 | $64K | Hold |
856
| – | – | 0.03% | 55 |
|
|
2021
Q4 | $68K | Hold |
856
| – | – | 0.03% | 61 |
|
|
2021
Q3 | $71K | Hold |
856
| – | – | 0.03% | 50 |
|
|
2021
Q2 | $75K | Buy |
+856
| New | +$75K | 0.04% | 48 |
|
|
2020
Q1 | $50K | Sell |
856
-450
| -34% | -$26.3K | 0.04% | 43 |
|
|
2019
Q4 | $97K | Buy |
+1,306
| New | +$97K | 0.03% | 78 |
|