Lake Point Wealth Management’s Wells Fargo WFC Stock Holding History

Lake Point Wealth Management’s Portfolio WFC Stock Details WFC Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q2	$21K	Hold
2022 Q1	$26K	Hold
2021 Q4	$26K	Hold
2021 Q3	$25K	Hold
2021 Q2	$24K	Buy
2020 Q1	–	Sell
2019 Q4	$31K	Buy
2019 Q2	$39K	Hold
2019 Q1	$39K	Buy
2018 Q4	$10K	Buy