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

1,144

146M

55.6K

7.8K

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