Lake Point Wealth Management’s Credit Suisse AG Credit Suisse X-Links Crude Oil Shares Covered Call ETN USOI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q2
$6K Buy
59
+10
+20% +$1.02K ﹤0.01% 218
2022
Q1
$5K Buy
49
+4
+9% +$408 ﹤0.01% 247
2021
Q4
$5K Buy
45
+14
+45% +$1.56K ﹤0.01% 263
2021
Q3
$3K Buy
31
+1
+3% +$97 ﹤0.01% 298
2021
Q2
$3K Buy
+30
New +$3K ﹤0.01% 310