Lake Point Wealth Management’s Visa V Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q1
Sell
-14
Closed -$3K 461
2019
Q4
$3K Buy
+14
New +$3K ﹤0.01% 443
2019
Q1
Sell
-1,595
Closed -$210K 862
2018
Q4
$210K Buy
+1,595
New +$210K 0.08% 142