Lake Point Wealth Management Schwab Strategic Tr Us Dividen Transaction History

Lake Point Wealth Management

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2021 Oct 21, 2021	SELL	$74.23 - $78.13 $66,064 - $69,535	-890 Closed	0 $0
Q2 2021 Aug 04, 2021	BUY	$73.32 - $77.65 $65,254 - $69,108	890 New	890 $67,000
Q4 2019 Feb 13, 2020	SELL	$52.87 - $58.15 $2,537 - $2,791	-48 Closed	0 $0
Q1 2019 Aug 07, 2019	BUY	N/A	48 New	48 $3,000

1,760

276M

1.92M

1.16M

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.