LPWM
HGLB

Lake Point Wealth Management’s Highland Global Allocation Fund HGLB Stock Holding History

Lake Point Wealth Management’s Portfolio HGLB Stock Details HGLB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2022
Q2 		$2K Hold
200
– – ﹤0.01% 320
2022
Q1 		$2K Hold
200
– – ﹤0.01% 327
2021
Q4 		$2K Hold
200
– – ﹤0.01% 332
2021
Q3 		$2K Buy
+200
New +$2K ﹤0.01% 316