Lake Point Wealth Management’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

Lake Point Wealth Management’s Portfolio IJR Stock Details IJR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q2	$52K	Buy
2022 Q1	$60K	Hold
2021 Q4	$64K	Hold
2021 Q3	$61K	Sell
2021 Q2	$64K	Buy
2020 Q1	$1.13M	Buy
2019 Q4	$937K	Buy
2019 Q2	$1K	Hold
2019 Q1	$1K	Sell
2018 Q4	$1.95M	Buy