Number of Shares
22,027
Previous 29,100 24.31%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 07, 2024

SELL
N/A
-7,073 Reduced 24.31%
22,027 $0
Q2 2024

Jul 30, 2024

BUY
N/A
18,353 Added 170.77%
29,100 $0
Q4 2023

Feb 08, 2024

BUY
N/A
10,747 New
10,747 $0
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.