Carson Wealth (CWM LLC)’s Trinity Capital TRIN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4K | Buy |
288
+10
| +4% | +$139 | ﹤0.01% | 4712 |
|
|
2025
Q1 | $4K | Buy |
278
+10
| +4% | +$144 | ﹤0.01% | 4566 |
|
|
2024
Q4 | $4K | Buy |
268
+9
| +3% | +$134 | ﹤0.01% | 4359 |
|
|
2024
Q3 | $4K | Sell |
259
-17,103
| -99% | -$264K | ﹤0.01% | 4216 |
|
|
2024
Q2 | $245K | Buy |
17,362
+17,361
| +1,736,100% | +$245K | ﹤0.01% | 1482 |
|
|
2024
Q1 | $0 | Buy |
+1
| New | – | ﹤0.01% | 4743 |
|