TrinityPoint Wealth, LLC
- SEC CIK
- 0001766510
- Latest filing
- Feb 14, 2025
PLD holding history
Prologis, 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.
PLD overviewAll 13F holders of PLDFull Q4 2024 holdings
- Shares (Q4 2024)
- 3,930
- Value
- $415.4K
- % of portfolio
- 0.1%
- Quarters held
- 6
- Since Q3 2023
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q4 2024 | 3,930 | $415.4K | 0.1% | +328+9.1% | Added | Holders |
| Q3 2024 | 3,602 | $454.8K | 0.1% | +339+10.4% | Added | Holders |
| Q2 2024 | 3,263 | $366.5K | 0.1% | +823+33.7% | Added | Holders |
| Q1 2024 | 2,440 | $317.8K | 0.1% | +212+9.5% | Added | Holders |
| Q4 2023 | 2,228 | $297.0K | 0.1% | +340+18.0% | Added | Holders |
| Q3 2023 | 1,888 | $211.9K | <0.1% | +1,888 | New | Holders |