Trinity Point Wealth, LLC Schwab Strategic Tr Us Small C Transaction History

Trinity Point Wealth, LLC

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2022 Aug 05, 2022	SELL	$37.88 - $48.01 $189,021 - $239,569	-4,990 Closed	0 $0
Q1 2022 May 13, 2022	BUY	$44.42 - $51.73 $86,041 - $100,201	1,937 Added 63.45%	4,990 $236,000
Q4 2021 Feb 11, 2022	BUY	$48.64 - $55.07 $583 - $660	12 Added 0.39%	3,053 $313,000
Q3 2021 Nov 12, 2021	BUY	$48.3 - $52.49 $146,880 - $159,622	3,041 New	3,041 $304,000
Q1 2020 May 05, 2020	SELL	$22.29 - $38.7 $227,580 - $395,127	-10,210 Closed	0 $0
Q4 2019 Feb 06, 2020	BUY	$33.63 - $38.03 $67 - $76	2 Added 0.02%	10,210 $772,000
Q3 2019 Nov 07, 2019	BUY	$34.78 - $36.12 $355,034 - $368,712	10,208 New	10,208 $743,000

1,135

233M

44.7K

32.4K

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

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