Lake Point Wealth Management’s Stoneridge SRI Stock Holding History

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

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q2	$18K	Hold
2022 Q1	$22K	Hold
2021 Q4	$21K	Hold
2021 Q3	$21K	Hold
2021 Q2	$31K	Buy
2020 Q1	$18K	Hold
2019 Q4	$31K	Buy
2019 Q2	$43K	Hold
2019 Q1	$43K	Hold
2018 Q4	$33K	Buy