Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2021

Aug 13, 2021

SELL
N/A
-315,320 Closed
0 $0
Q1 2021

May 11, 2021

BUY
N/A
32,815 Added 11.62%
315,320 $5.13 Million
Q4 2020

Feb 10, 2021

BUY
N/A
34,261 Added 13.8%
282,505 $4.99 Million
Q3 2020

Nov 13, 2020

BUY
N/A
97,935 Added 65.16%
248,244 $4.47 Million
Q2 2020

Aug 13, 2020

BUY
N/A
150,309 New
150,309 $2.55 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.