Lake Point Wealth Management Credit Suisse Ag Transaction History

Lake Point Wealth Management

  • $176 Million
  • Q2 2022

A detailed history of Lake Point Wealth Management transactions in Credit Suisse Ag stock. As of the latest transaction made, Lake Point Wealth Management holds 1,173 shares of USOI stock, worth $74,931. This represents 0.0% of its overall portfolio holdings.

Number of Shares
1,173
Previous 982 19.45%
Holding current value
$74,931
Previous $5,000 20.0%
% of portfolio
0.0%
Previous 0.0%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2022

Jul 19, 2022
BUY
$5.02 - $5.87 $958 - $1,121
191 Added 19.45%
1,173 $6,000
Q1 2022

May 17, 2022
BUY
$5.14 - $5.77 $385 - $432
75 Added 8.27%
982 $5,000
Q4 2021

Feb 23, 2022
BUY
$4.64 - $5.67 $1,331 - $1,627
287 Added 46.29%
907 $5,000
Q3 2021

Oct 21, 2021
BUY
$4.65 - $5.41 $120 - $140
26 Added 4.38%
620 $3,000
Q2 2021

Aug 04, 2021
BUY
$4.65 - $5.32 $2,762 - $3,160
594 New
594 $3,000

Others Institutions Holding USOI

# of Institutions
2
Shares Held
1.79K
Call Options Held
0
Put Options Held
0
View Full List

About CREDIT SUISSE AG

USOI Quotes by TradingView
  • Ticker USOI
  • Exchange NASDAQ
  • Sector ETFs
  • Industry ETFs
More about USOI
Track This Portfolio

Track Lake Point Wealth Management Portfolio

Follow Lake Point Wealth Management and customize your updates to receive the information that matters most to you.

Portfolio Update

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

News

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

Choose your preferred platform and Sign Up 👇 Telegram Email