Lake Point Wealth Management INDEXIQ ETF TR Transaction History

Lake Point Wealth Management

  • $176 Million
  • Q2 2022
Number of Shares
21,598
Previous 21,705 0.49%
Holding current value
$459,000
Previous $507,000 9.47%
% of portfolio
0.26%
Previous 0.23%

Shares

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

Jul 19, 2022
SELL
N/A
-107 Reduced 0.49%
21,598 $459,000
Q1 2022

May 17, 2022
BUY
N/A
1,191 Added 5.81%
21,705 $507,000
Q4 2021

Feb 23, 2022
SELL
N/A
-2,351 Reduced 10.28%
20,514 $514,000
Q3 2021

Oct 21, 2021
BUY
N/A
1,014 Added 4.64%
22,865 $574,000
Q2 2021

Aug 04, 2021
BUY
N/A
21,851 New
21,851 $552,000
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