LPWM

Lake Point Wealth Management’s Sunoco SUN Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2019 Q2	$235K	Hold	7,500	–	–	0.08%	34
2019 Q1	$235K	Sell	7,500 -900	-11%	-$28.2K	0.08%	34
2018 Q4	$228K	Buy	+8,400	New	+$228K	0.09%	132