Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2020

Feb 10, 2021

SELL
N/A
-61,438 Closed
0 $0
Q3 2020

Nov 13, 2020

BUY
N/A
10 Added 0.02%
61,438 $1.3 Million
Q2 2020

Aug 13, 2020

SELL
N/A
-1,430 Reduced 2.27%
61,428 $1.31 Million
Q1 2020

May 05, 2020

SELL
N/A
-826 Reduced 1.3%
62,858 $1.32 Million
Q4 2019

Feb 06, 2020

BUY
N/A
16 Added 0.03%
63,684 $1.36 Million
Q3 2019

Nov 07, 2019

BUY
N/A
33 Added 0.05%
63,668 $1.36 Million
Q2 2019

Aug 06, 2019

SELL
N/A
-2,101 Reduced 3.2%
63,635 $1.35 Million
Q1 2019

May 07, 2019

BUY
N/A
23 Added 0.04%
65,736 $1.4 Million
Q4 2018

Feb 11, 2019

BUY
N/A
65,713 New
65,713 $1.39 Million
Track This Portfolio

Track Trinity Point Wealth, LLC Portfolio

Follow Trinity Point Wealth, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Trinity Point Wealth, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Trinity Point Wealth, LLC with notifications on news.