Lake Point Wealth Management’s SPDR S&P 500 ETF Trust SPY Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q2	$5.91M	Sell
2022 Q1	$9.1M	Buy
2021 Q4	$9.46M	Sell
2021 Q3	$9.63M	Sell
2021 Q2	$9.63M	Buy
2020 Q1	$13K	Buy
2019 Q4	$10K	Buy
2019 Q2	$256K	Hold
2019 Q1	$256K	Sell
2018 Q4	$5.04M	Buy