TrinityPoint Wealth, LLC
- SEC CIK
- 0001766510
- Latest filing
- Feb 14, 2025
MSCI holding history
MSCI 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.
MSCI overviewAll 13F holders of MSCIFull Q4 2024 holdings
- Shares (Q3 2022)
- 0
- Sold out in Q3 2022
- Value
- $0
- % of portfolio
- 0.0%
- Quarters held
- 4
- Since Q3 2021
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q3 2022 | 0 | $0 | 0.0% | −2,575−100.0% | Sold out | Holders |
| Q2 2022 | 2,575 | $1.06M | 0.2% | +315+13.9% | Added | Holders |
| Q1 2022 | 2,260 | $1.14M | 0.2% | +1,931+586.9% | Added | Holders |
| Q4 2021 | 329 | $202.0K | <0.1% | −12−3.5% | Reduced | Holders |
| Q3 2021 | 341 | $207.0K | <0.1% | +341 | New | Holders |