Trinity Point Wealth, LLC Ishares Tr Transaction History

Trinity Point Wealth, LLC

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2023 Nov 08, 2023	BUY	$88.51 - $93.81 $13,010 - $13,790	147 Added 2.16%	6,962 $618,000
Q2 2023 Aug 07, 2023	BUY	$92.54 - $95.74 $72,366 - $74,868	782 Added 12.96%	6,815 $635,000
Q1 2023 May 04, 2023	BUY	$91.7 - $96.45 $246,948 - $259,739	2,693 Added 80.63%	6,033 $571,000
Q4 2022 Feb 07, 2023	SELL	$88.67 - $95.44 $36,266 - $39,034	-409 Reduced 10.91%	3,340 $309,000
Q3 2022 Nov 09, 2022	SELL	$90.51 - $100.53 $67,973 - $75,498	-751 Reduced 16.69%	3,749 $343,000
Q2 2022 Aug 05, 2022	BUY	$94.4 - $101.46 $424,800 - $456,570	4,500 New	4,500 $439,000

945

327M

152K

48.5K

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