A detailed history of Lake Point Wealth Management transactions in Credit Suisse Ag stock. As of the latest transaction made, Lake Point Wealth Management holds 1,173 shares of USOI stock, worth $75,189. This represents 0.0% of its overall portfolio holdings.

Number of Shares
1,173
Previous 982 19.45%
Holding current value
$75,189
Previous $5,000 20.0%
% of portfolio
0.0%
Previous 0.0%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2022

Jul 19, 2022

BUY
$5.02 - $5.87 $958 - $1,121
191 Added 19.45%
1,173 $6,000
Q1 2022

May 17, 2022

BUY
$5.14 - $5.77 $385 - $432
75 Added 8.27%
982 $5,000
Q4 2021

Feb 23, 2022

BUY
$4.64 - $5.67 $1,331 - $1,627
287 Added 46.29%
907 $5,000
Q3 2021

Oct 21, 2021

BUY
$4.65 - $5.41 $120 - $140
26 Added 4.38%
620 $3,000
Q2 2021

Aug 04, 2021

BUY
$4.65 - $5.32 $2,762 - $3,160
594 New
594 $3,000

Others Institutions Holding USOI

# of Institutions
2
Shares Held
1.79K
Call Options Held
0
Put Options Held
0

About CREDIT SUISSE AG


  • Ticker USOI
  • Exchange NASDAQ
  • Sector ETFs
  • Industry ETFs
More about USOI
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