LPWM
XYZ

Lake Point Wealth Management’s Block Inc XYZ Stock Holding History

Lake Point Wealth Management’s Portfolio XYZ Stock Details XYZ Fund Activity
Upgrade to unlock
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		$1K Hold
2022
Q1 		$2K Hold
2021
Q4 		$2K Sell
2021
Q3 		$11K Sell
2021
Q2 		$19K Buy
2020
Q1 		$4K Hold
2019
Q4 		$4K Buy
2019
Q2 		$5K Hold
2019
Q1 		$5K Hold
2018
Q4 		$4K Buy