TW
TrinityPoint Wealth’s MSCI MSCI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-2,575
| Closed | -$1.06M | – | 291 |
|
|
2022
Q2 | $1.06M | Buy |
2,575
+315
| +14% | +$130K | 0.23% | 97 |
|
|
2022
Q1 | $1.14M | Buy |
2,260
+1,931
| +587% | +$971K | 0.21% | 103 |
|
|
2021
Q4 | $202K | Sell |
329
-12
| -4% | -$7.37K | 0.04% | 298 |
|
|
2021
Q3 | $207K | Buy |
+341
| New | +$207K | 0.04% | 290 |
|