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TrinityPoint Wealth, LLC

SEC CIK
0001766510
Latest filing
Feb 14, 2025

DOW holding history

Dow 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.

DOW overviewAll 13F holders of DOWFull Q4 2024 holdings

Shares (Q2 2024)
0
Sold out in Q2 2024
Value
$0
% of portfolio
0.0%
Quarters held
11
Since Q3 2021
Holdings of DOW by TrinityPoint Wealth, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20240$00.0%−17,858−100.0%Sold outHolders
Q1 202417,858$1.03M0.2%+1,319+8.0%AddedHolders
Q4 202316,539$907.0K0.2%−1,910−10.4%ReducedHolders
Q3 202318,449$951.2K0.2%−580−3.0%ReducedHolders
Q2 202319,029$1.01M0.2%−241−1.3%ReducedHolders
Q1 202319,270$1.06M0.2%+107+0.6%AddedHolders
Q4 202219,163$965.6K0.2%−629−3.2%ReducedHolders
Q3 202219,792$869.0K0.2%+1,814+10.1%AddedHolders
Q2 202217,978$928.0K0.2%−10−0.1%ReducedHolders
Q1 202217,988$1.15M0.2%+5,462+43.6%AddedHolders
Q4 202112,526$710.0K0.1%−6,003−32.4%ReducedHolders
Q3 202118,529$1.07M0.2%+18,529NewHolders