Trinity Point Wealth, LLC INVESCO EXCH TRD SLF IDX FD Transaction History

Trinity Point Wealth, LLC

  • $680 Million
  • Q3 2024

Shares

13 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2021

Feb 11, 2022
SELL
N/A
-38,548 Closed
0 $0
Q3 2021

Nov 12, 2021
SELL
N/A
-698 Reduced 1.78%
38,548 $813,000
Q2 2021

Aug 13, 2021
BUY
N/A
4 Added 0.01%
39,246 $828,000
Q1 2021

May 11, 2021
SELL
N/A
-1,492 Reduced 3.66%
39,242 $829,000
Q4 2020

Feb 10, 2021
BUY
N/A
13 Added 0.03%
40,734 $863,000
Q3 2020

Nov 13, 2020
BUY
N/A
11 Added 0.03%
40,721 $868,000
Q2 2020

Aug 13, 2020
SELL
N/A
-988 Reduced 2.37%
40,710 $870,000
Q1 2020

May 05, 2020
BUY
N/A
13 Added 0.03%
41,698 $874,000
Q4 2019

Feb 06, 2020
BUY
N/A
10 Added 0.02%
41,685 $885,000
Q3 2019

Nov 07, 2019
SELL
N/A
-457 Reduced 1.08%
41,675 $886,000
Q2 2019

Aug 06, 2019
BUY
N/A
14 Added 0.03%
42,132 $892,000
Q1 2019

May 07, 2019
BUY
N/A
3,013 Added 7.7%
42,118 $886,000
Q4 2018

Feb 11, 2019
BUY
N/A
39,105 New
39,105 $811,000
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.

Choose your preferred platform and Sign Up 👇 Telegram Email