LPWM

Lake Point Wealth Management’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2021 Q3	–	Sell	-890	Closed	-$67K	–	451
2021 Q2	$67K	Buy	+890	New	+$67K	0.03%	53
2019 Q2	$3K	Hold	48	–	–	﹤0.01%	492
2019 Q1	$3K	Buy	+48	New	+$3K	﹤0.01%	492