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Lake Point Wealth Management’s Evolution Petroleum EPM Stock Holding History

Lake Point Wealth Management’s Portfolio EPM Stock Details EPM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q2 		$1K Hold
200
– – ﹤0.01% 605
2019
Q1 		$1K Hold
200
– – ﹤0.01% 604
2018
Q4 		$1K Buy
+200
New +$1.87K ﹤0.01% 752

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ACH
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AR
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RRAM
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KTA
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WA
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Lake Point Wealth Management's EPM Position: Q2 2019 in Review

Lake Point Wealth Management held its Evolution Petroleum (EPM) position steady in Q2 2019 at 200 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #605.

Lake Point Wealth Management first reported a position in EPM in Q4 2018 and has held it in 3 quarters since. 113 funds tracked by Wall St. Rank hold EPM as of Q2 2019.

  • Lake Point Wealth Management held 200 shares of Evolution Petroleum worth $1K as of Q2 2019.
  • Lake Point Wealth Management left its Evolution Petroleum share count unchanged in Q2 2019.
  • Evolution Petroleum made up ﹤0.01% of Lake Point Wealth Management's portfolio in Q2 2019, its #605 holding.
  • Lake Point Wealth Management first reported a position in Evolution Petroleum in Q4 2018 and has held it in 3 quarters since.
  • 113 funds tracked by Wall St. Rank held Evolution Petroleum as of Q2 2019.

Based on Lake Point Wealth Management's 13F filing for Q2 2019, filed 7 Aug 2019.