CWM
TRIN icon

Cornerstone Wealth Management’s Trinity Capital TRIN Stock Holding History

Cornerstone Wealth Management’s Portfolio TRIN Stock Details TRIN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$539K Buy
36,660
+2,164
+6% +$33.4K 0.03% 429
2025
Q4 		$505K Buy
34,496
+1,154
+3% +$17.2K 0.03% 417
2025
Q3 		$516K Buy
33,342
+889
+3% +$13.8K 0.03% 409
2025
Q2 		$457K Buy
32,453
+3,078
+10% +$44.5K 0.03% 407
2025
Q1 		$445K Buy
29,375
+5,275
+22% +$82K 0.03% 389
2024
Q4 		$349K Buy
24,100
+1,302
+6% +$18.4K 0.02% 432
2024
Q3 		$309K Buy
22,798
+1,983
+10% +$28K 0.02% 451
2024
Q2 		$294K Buy
20,815
+3,611
+21% +$53.2K 0.02% 436
2024
Q1 		$253K Buy
17,204
+5,357
+45% +$77.3K 0.02% 471
2023
Q4 		$172K Buy
+11,847
New +$170K 0.01% 508

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Invesco
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EA
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EPCM
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