Lake Point Wealth Management BBH Intermediate Tax Exempt Bond Institutional Transaction History

Lake Point Wealth Management

  • $176 Million
  • Q2 2022

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2020

May 18, 2020
SELL
N/A
-695,581 Closed
0 $0
Q4 2019

Feb 13, 2020
BUY
N/A
148,324 Added 27.1%
695,581 $7.46 Million
Q1 2019

Aug 07, 2019
BUY
N/A
547,257 New
547,257 $5.83 Million
Q1 2019

Jun 03, 2019
SELL
N/A
-92,882 Closed
0 $0
Q4 2018

Aug 07, 2019
BUY
N/A
92,882 New
92,882 $959,000
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