Trinity Point Wealth, LLC Schwab Strategic Tr Long Term Transaction History

Trinity Point Wealth, LLC

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2021 May 11, 2021	SELL	$46.75 - $54.72 $1.54 Million - $1.8 Million	-32,908 Closed	0 $0
Q4 2020 Feb 10, 2021	BUY	$53.93 - $56.78 $132,182 - $139,167	2,451 Added 8.05%	32,908 $1.76 Million
Q3 2020 Nov 13, 2020	BUY	$56.02 - $59.5 $1.71 Million - $1.81 Million	30,457 New	30,457 $1.73 Million

106

14.6M

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