Trinity Wealth Management, LLC Purchases and Sells in Q4 2024

Trinity Wealth Management, LLC

$221 Million
Q4 2024

Top Buys

Incresed Positions

42 operations

Stock	Shares change	Price Range	Shares Held	Trade History
IBTF	192K + 707.96%	$23.25 - $23.37 $4.46M - $4.48M	219K $5.1M
QQQ	457 + 1.25%	$481.22 - $538.17 $220K - $246K	37K $18.9M
IBTG	18.3K + 177.59%	$22.72 - $23.0 $416K - $421K	28.6K $652K
IWY	236 + 1.16%	$216.72 - $244.71 $51.1K - $57.8K	20.6K $4.85M
SPLG	3.09K + 3.28%	$66.77 - $71.52 $207K - $221K	97.4K $6.71M
XLK	232 + 0.55%	$220.26 - $241.44 $51.1K - $56K	42.3K $9.84M

New Holdings

5 operations

Stock	Shares change	Price Range	Shares Held	Trade History
IMCG	17.6K New	$72.18 - $81.41 $1.27M - $1.44M	17.6K $1.33M
VTEB	10.9K New	$49.79 - $51.14 $544K - $558K	10.9K $547K
IBTJ	15.3K New	$21.25 - $22.07 $324K - $337K	15.3K $325K
TSLA	756 New	$213.65 - $479.86 $162K - $363K	756 $305K
IBDQ	8.52K New	$25.0 - $25.11 $213K - $214K	8.52K $213K

Top Sells

Reduced Positions

8 operations

Stock	Shares change	Price Range	Shares Held	Trade History
AGGY	-373 - 1.69%	$42.79 - $44.9 $16K - $16.7K	21.7K $929K
HUBB	-11 - 0.32%	$418.89 - $472.12 $4.61K - $5.19K	3.45K $1.44M
MBB	-44 - 0.55%	$91.26 - $95.82 $4.02K - $4.22K	8.02K $735K
RSP	-36 - 2.28%	$174.22 - $187.62 $6.27K - $6.75K	1.54K $269K
PDP	-150 - 4.08%	$102.88 - $117.55 $15.4K - $17.6K	3.53K $379K
PH	-2 - 0.55%	$621.74 - $709.46 $1.24K - $1.42K	364 $231K

Activity Summary All Purchases 47 New Holdings 5 Increased Positions 42 All Sells 8 Reductions 8 Sold out 0 Calls 0 Puts 0

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