Lake Point Wealth Management Ishares Iboxx $ Investment Gra Transaction History

Lake Point Wealth Management

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2022 Jul 19, 2022	SELL	$107.41 - $121.51 $214 - $243	-2 Closed	0 $0
Q2 2021 Aug 04, 2021	SELL	$129.85 - $134.36 $12,855 - $13,301	-99 Reduced 98.02%	2 $0
Q4 2019 Feb 13, 2020	SELL	$125.71 - $128.49 $1,508 - $1,541	-12 Reduced 10.62%	101 $13,000
Q1 2019 Aug 07, 2019	SELL	$113.15 - $119.15 $192,807 - $203,031	-1,704 Reduced 93.78%	113 $14,000
Q1 2019 Jun 03, 2019	SELL	$113.15 - $119.15 $3,960 - $4,170	-35 Reduced 1.89%	1,817 $205,000
Q4 2018 Aug 07, 2019	BUY	$111.35 - $114.52 $3,897 - $4,008	35 Added 1.93%	1,852 $209,000
Q4 2018 Feb 21, 2019	BUY	$111.35 - $114.52 $202,322 - $208,082	1,817 New	1,817 $205,000

1,151

251M

38.5M

39.9M

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.