Lake Point Wealth Management’s UBS Group UBS Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2020 Q1	$1K	Hold	90	–	–	﹤0.01%	346
2019 Q4	$1K	Buy	+90	New	+$1K	﹤0.01%	581
2019 Q1	–	Sell	-356	Closed	-$4K	–	860
2018 Q4	$4K	Buy	+356	New	+$4K	﹤0.01%	598