Lake Point Wealth Management Ishares S&P Smallcap 600 Value Transaction History

Lake Point Wealth Management

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2021 Aug 04, 2021	SELL	$99.12 - $110.44 $297 - $331	-3 Closed	0 $0
Q4 2019 Feb 13, 2020	SELL	$72.03 - $80.55 $144 - $161	-2 Reduced 40.0%	3 $0
Q1 2019 Aug 07, 2019	SELL	N/A	-339 Reduced 98.55%	5 $1,000
Q1 2019 Jun 03, 2019	BUY	N/A	9 Added 2.69%	344 $43,000
Q4 2018 Aug 07, 2019	SELL	N/A	-9 Reduced 2.62%	335 $44,000
Q4 2018 Feb 21, 2019	BUY	N/A	344 New	344 $43,000

850

40.9M

20K

11.6K

Get notified when there are updates to the investment portfolio of Lake Point Wealth Management, based on Form 13F filings with the SEC.

Stay updated on Lake Point Wealth Management with notifications on news.