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TrinityPoint Wealth, LLC

SEC CIK
0001766510
Latest filing
Feb 14, 2025

PBCT holding history

People's United Financial, 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.

PBCT overviewAll 13F holders of PBCTFull Q4 2024 holdings

Shares (Q2 2022)
0
Sold out in Q2 2022
Value
$0
% of portfolio
0.0%
Quarters held
3
Since Q3 2021
Holdings of PBCT by TrinityPoint Wealth, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20220$00.0%−13,463−100.0%Sold outHolders
Q1 202213,463$269.0K<0.1%00.0%UnchangedHolders
Q4 202113,463$240.0K<0.1%+827+6.5%AddedHolders
Q3 202112,636$221.0K<0.1%+12,636NewHolders