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TrinityPoint Wealth, LLC

SEC CIK
0001766510
Latest filing
Feb 14, 2025

DLR holding history

Digital Realty Trust, Inc. in every 13F filed by TrinityPoint Wealth, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

DLR overviewAll 13F holders of DLRFull Q4 2024 holdings

Shares (Q3 2022)
0
Sold out in Q3 2022
Value
$0
% of portfolio
0.0%
Quarters held
5
Since Q2 2021
Holdings of DLR by TrinityPoint Wealth, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q3 20220$00.0%−2,003−100.0%Sold outHolders
Q2 20222,003$260.0K0.1%−230−10.3%ReducedHolders
Q1 20222,233$317.0K0.1%−421−15.9%ReducedHolders
Q4 20212,654$469.0K0.1%+92+3.6%AddedHolders
Q3 20212,562$370.0K0.1%+1,174+84.6%AddedHolders
Q2 20211,388$209.0K<0.1%+1,388NewHolders