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

1,183

247M

39.5M

38.7M

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