Lake Point Wealth Management Ihares Core 1 5 Years Usd Bond Transaction History

Lake Point Wealth Management

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2021 Oct 21, 2021	SELL	$51.04 - $51.35 $3,623 - $3,645	-71 Closed	0 $0
Q2 2021 Aug 04, 2021	SELL	$51.18 - $51.42 $11.1 Million - $11.1 Million	-216,086 Reduced 99.97%	71 $4,000
Q1 2020 May 18, 2020	BUY	$48.23 - $51.34 $749,687 - $798,028	15,544 Added 7.75%	216,157 $10.9 Million
Q4 2019 Feb 13, 2020	BUY	$50.24 - $50.61 $1.23 Million - $1.24 Million	24,499 Added 13.91%	200,613 $10.1 Million
Q1 2019 Aug 07, 2019	BUY	N/A	140,365 Added 392.64%	176,114 $8.88 Million
Q1 2019 Jun 03, 2019	SELL	N/A	-126 Reduced 0.35%	35,749 $1.76 Million
Q4 2018 Aug 07, 2019	BUY	N/A	126 Added 0.35%	35,875 $1.76 Million
Q4 2018 Feb 21, 2019	BUY	N/A	35,749 New	35,749 $1.76 Million

386

58.3M

100

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