LPWM
TELOZ

Lake Point Wealth Management’s TEL OFFSHORE TRUST UBI TELOZ Stock Holding History

Lake Point Wealth Management’s Portfolio TELOZ Stock Details TELOZ Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-7
Closed – – 506
2019
Q4 		$0 Buy
+7
New – ﹤0.01% 651
2019
Q2 		$0 Hold
7
– – ﹤0.01% 713
2019
Q1 		$0 Hold
7
– – ﹤0.01% 921
2018
Q4 		$0 Buy
+7
New – ﹤0.01% 872