Lake Point Wealth Management’s Invesco Variable Rate Preferred ETF VRP Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2019
Q1
Sell
-123
Closed -$3K 869
2018
Q4
$3K Buy
+123
New +$2.94K ﹤0.01% 641

Other funds holding VRP

Lake Point Wealth Management's VRP Position: Q1 2019 in Review

Lake Point Wealth Management sold out of Invesco Variable Rate Preferred ETF (VRP) in Q1 2019, closing a stake of 123 shares — an estimated $3K sold.

Lake Point Wealth Management first reported a position in VRP in Q4 2018 and held it in 1 quarter. The position peaked at $3K in Q4 2018. 167 funds tracked by Wall St. Rank hold VRP as of Q1 2019.

  • Lake Point Wealth Management reported no remaining Invesco Variable Rate Preferred ETF position as of Q1 2019 after selling out during the quarter.
  • Lake Point Wealth Management sold 123 Invesco Variable Rate Preferred ETF shares in Q1 2019, an estimated $3K.
  • Lake Point Wealth Management first reported a position in Invesco Variable Rate Preferred ETF in Q4 2018 and held it in 1 quarter.
  • Lake Point Wealth Management's Invesco Variable Rate Preferred ETF position peaked at $3K in Q4 2018.
  • 167 funds tracked by Wall St. Rank held Invesco Variable Rate Preferred ETF as of Q1 2019.

Based on Lake Point Wealth Management's 13F filing for Q1 2019, filed 3 Jun 2019.