Lake Point Wealth Management’s iShares Russell Mid-Cap ETF IWR Stock Holding History

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

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q2	$23K	Hold
2022 Q1	$27K	Hold
2021 Q4	$29K	Hold
2021 Q3	$27K	Hold
2021 Q2	$28K	Buy
2020 Q1	$15K	Hold
2019 Q4	$21K	Buy
2019 Q1	–	Sell
2018 Q4	$16K	Buy