LPWM
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Lake Point Wealth Management’s Morgan Stanley MS Stock Holding History

Lake Point Wealth Management’s Portfolio MS Stock Details MS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2019
Q1 		– Sell
-5,407
Closed -$214K – 798
2018
Q4 		$214K Buy
+5,407
New +$214K 0.08% 137