Lake Point Wealth Management’s Invesco IVZ Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2019
Q2
$1K Hold
32
﹤0.01% 611
2019
Q1
$1K Sell
32
-6,437
-100% -$201K ﹤0.01% 611
2018
Q4
$108K Buy
+6,469
New +$108K 0.04% 201