LPWM
HEV

Lake Point Wealth Management’s ENER1, INC. NEW COMMON STOCK (FL) HEV Stock Holding History

Lake Point Wealth Management’s Portfolio HEV Stock Details HEV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-40
Closed – – 503
2019
Q4 		$0 Buy
+40
New – ﹤0.01% 644
2019
Q2 		$0 Hold
40
– – ﹤0.01% 706
2019
Q1 		$0 Hold
40
– – ﹤0.01% 916
2018
Q4 		$0 Buy
+40
New – ﹤0.01% 867

Lake Point Wealth Management's HEV Position: Q1 2020 in Review

Lake Point Wealth Management sold out of ENER1, INC. NEW COMMON STOCK (FL) (HEV) in Q1 2020, closing a stake of 40 shares.

Lake Point Wealth Management first reported a position in HEV in Q4 2018 and held it in 4 quarters. The position peaked at $0 in Q4 2019. 0 funds tracked by Wall St. Rank hold HEV as of Q1 2020.

  • Lake Point Wealth Management reported no remaining ENER1, INC. NEW COMMON STOCK (FL) position as of Q1 2020 after selling out during the quarter.
  • Lake Point Wealth Management sold 40 ENER1, INC. NEW COMMON STOCK (FL) shares in Q1 2020.
  • Lake Point Wealth Management first reported a position in ENER1, INC. NEW COMMON STOCK (FL) in Q4 2018 and held it in 4 quarters.
  • Lake Point Wealth Management's ENER1, INC. NEW COMMON STOCK (FL) position peaked at $0 in Q4 2019.
  • 0 funds tracked by Wall St. Rank held ENER1, INC. NEW COMMON STOCK (FL) as of Q1 2020.

Based on Lake Point Wealth Management's 13F filing for Q1 2020, filed 18 May 2020.