Lake Point Wealth Management Closed Holding Positions

Lake Point Wealth Management

$176 Million
Q2 2022

Stock	Closed Quarter	Shares Sold	Price Range	Trade History
Spyglass Resources Corp	Q1 2019 Filed on Jun 03, 2019	317	N/A
Thrivent Small Cap Stock A	Q1 2019 Filed on Jun 03, 2019	130	N/A
Thrivent Mid Cap Stock A	Q1 2019 Filed on Jun 03, 2019	98	N/A
Teva Pharmaceutical Fin Neth 10/01/2026 3.150	Q1 2019 Filed on Jun 03, 2019	27,000	N/A
Stanley Black & Decker Inc	Q1 2019 Filed on Jun 03, 2019	47	N/A
STTPRD State Str Corp Dep Shs Repstg	Q1 2019 Filed on Jun 03, 2019	45	N/A
Templeton Global Bond A	Q1 2019 Filed on Jun 03, 2019	134	N/A
Steadfast Apartment Reit 01/01/2099	Q1 2019 Filed on Jun 03, 2019	3,991	N/A
Tcf Financial Corp	Q1 2019 Filed on Jun 03, 2019	60	N/A
Touchstone Small Cap Y	Q1 2019 Filed on Jun 03, 2019	0	N/A
Trans Canada Pipe Lines LTD 01/15/2019 7.125	Q1 2019 Filed on Jun 03, 2019	25,000	N/A
Sk Telecom CO LTD	Q1 2019 Filed on Jun 03, 2019	21	N/A
Vanguard Health Care Inv	Q1 2019 Filed on Jun 03, 2019	200	N/A
Vanguard Global Capital Cycles Investor	Q1 2019 Filed on Jun 03, 2019	499	N/A
Vanguard Explorer Inv	Q1 2019 Filed on Jun 03, 2019	100	N/A
Vanguard Equity Income Inv	Q1 2019 Filed on Jun 03, 2019	580	N/A
Vanguard Emerging Mkts Stock Idx Adm	Q1 2019 Filed on Jun 03, 2019	345	N/A
Vanguard Dividend Growth Inv	Q1 2019 Filed on Jun 03, 2019	2,088	N/A
Vanguard Capital Value Inv	Q1 2019 Filed on Jun 03, 2019	1,238	N/A
Vanguard Balanced Index Adm	Q1 2019 Filed on Jun 03, 2019	4,462	N/A
Silicon Graphics Inc/Old (Nv)	Q1 2019 Filed on Jun 03, 2019	300	N/A
Sioux City Iowa Cmnty Sch Dist 10/01/2019 3.000	Q1 2019 Filed on Jun 03, 2019	10,000	N/A
United Development Funding Iv	Q1 2019 Filed on Jun 03, 2019	759	N/A
Tarrant Cnty Tex Cultural Ed F 07/01/2028 6.250 Call 01/01/2019 100.000	Q1 2019 Filed on Jun 03, 2019	10,000	N/A
Chelan Cnty Wash Sch Dist No 2 12/01/2019 4.000	Q1 2019 Filed on Jun 03, 2019	15,000	N/A
Fidelity Short Term Bond	Q1 2019 Filed on Jun 03, 2019	738	N/A
Hotchkis & Wiley Large Cap Value A	Q1 2019 Filed on Jun 03, 2019	45	N/A
Intermet (Nv)	Q1 2019 Filed on Jun 03, 2019	900	N/A
Invesco Floating Rate C	Q1 2019 Filed on Jun 03, 2019	529	N/A
Amana Growth Investor	Q1 2019 Filed on Jun 03, 2019	803	N/A
American Beacon Large Cap Value Inv	Q1 2019 Filed on Jun 03, 2019	779	N/A
American Finance Trust Inc B2	Q1 2019 Filed on Jun 03, 2019	1,246	N/A
Ivy Science And Technology A	Q1 2019 Filed on Jun 03, 2019	1,570	N/A
American Funds American High Inc A	Q1 2019 Filed on Jun 03, 2019	100	N/A
Janus Henderson Flexible Bond T	Q1 2019 Filed on Jun 03, 2019	2	N/A
Janus Henderson Global Technology T	Q1 2019 Filed on Jun 03, 2019	59	N/A
Janus Henderson Multi Sector Income T	Q1 2019 Filed on Jun 03, 2019	9	N/A
Dominion Resources Inc 07/30/2076 Pfd	Q1 2019 Filed on Jun 03, 2019	48	N/A
Grow Life Inc	Q1 2019 Filed on Jun 03, 2019	4,999	N/A
Goldman Sachs Group Inc	Q1 2019 Filed on Jun 03, 2019	17	N/A
Fidelity Small Cap Growth	Q1 2019 Filed on Jun 03, 2019	4,346	N/A
Fidelity Stock Selector Mid Cap	Q1 2019 Filed on Jun 03, 2019	451	N/A
Fidelity Strategic Income	Q1 2019 Filed on Jun 03, 2019	0	N/A
Fidelity Total Bond Fund	Q1 2019 Filed on Jun 03, 2019	0	N/A
FITBI Fifth Third Bancorp Financial Services	Q1 2019 Filed on Jun 03, 2019	41	$26.19 - $28.83 $1.07K - $1.18K
FTHI First Trust Exchange Traded Fd ETFs	Q1 2019 Filed on Jun 03, 2019	20	$19.96 - $22.27 $399 - $445
FBT First Trust Nyse Arca Biotechn ETFs	Q1 2019 Filed on Jun 03, 2019	4	N/A
Al Frank Inv	Q1 2019 Filed on Jun 03, 2019	794	N/A
Double Line Shiller Enhanced Cape N	Q1 2019 Filed on Jun 03, 2019	3,669	N/A
Ft Sabrient Baker S Dozen Feb 2018 F Re 03/20/2019	Q1 2019 Filed on Jun 03, 2019	3	N/A

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