Lake Point Wealth Management SCZ Holdings History
Lake Point Wealth Management's iShares MSCI EAFE Small-Cap ETF Holding Summary
As of 2022-06-30, Lake Point Wealth Management held 199,700.00 shares of iShares MSCI EAFE Small-Cap ETF(SCZ), totaling $10.90 Mil. This investment constitutes 6.19% of their stock portfolio, and Lake Point Wealth Management now holds 0.11% of the outstanding iShares MSCI EAFE Small-Cap ETF(SCZ) stock.
The initial trade took place in 2018Q4. And since then Lake Point Wealth Management has made 3 purchases of SCZ, at an average price of $71.30, for a total of 199,728.00 shares. In addition, there have been 1 sales at an average price of $55.94 for 28.00 shares. Based on historical transaction data and SCZ's current price of $72.68, Lake Point Wealth Management's estimated gain on his SCZ holdings is $274,873.24, reflecting a 1.93% gain to date.
Lake Point Wealth Management SCZ ($72.68) Holding Chart
Lake Point Wealth Management SCZ ($72.68) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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