Lake Point Wealth Management’s Maximus MMS Stock Holding History

Lake Point Wealth Management’s Portfolio MMS Stock Details MMS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q2	$53K	Hold
2022 Q1	$64K	Hold
2021 Q4	$68K	Hold
2021 Q3	$71K	Hold
2021 Q2	$75K	Buy
2020 Q1	$50K	Sell
2019 Q4	$97K	Buy