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Oak Point Wealth Management’s Polaris PII Stock Holding History

Oak Point Wealth Management’s Portfolio PII Stock Details PII Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2018
Q1 		– Sell
-6,594
Closed -$820K – 237
2017
Q4 		$820K Buy
+6,594
New +$820K 0.81% 40