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Name: |
TrinityPoint Wealth LLC |
City: |
MILFORD |
State: |
CT |
Zip: |
06461 |
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Holdings
Found :
11 |
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Closed Positions |
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Ticker |
Company Name |
Position Rank |
New/Closed Postion |
Last Close |
Value |
Shares Held |
% of Portfolio |
Value Change |
Change In Shares Held |
% of Company |
Industry |
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BBJP |
Jpmorgan Betabuilders Japan... |
308 |
Closed |
$0.00 |
$0 |
0 |
0% |
-211,000 |
-4,024 |
0.02 |
N/A |
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GBCI |
Glacier Bancorp Inc |
314 |
Closed |
$38.71 |
$0 |
0 |
0% |
-609,000 |
-14,737 |
0 |
Domestic Regional Banks |
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CHRS |
Coherus Biosciences, Inc. |
313 |
Closed |
$2.09 |
$0 |
0 |
0% |
-40,000 |
-12,038 |
0 |
N/A |
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SPTS |
Spdr Barclays Short Term Tr... |
312 |
Closed |
$29.48 |
$0 |
0 |
0% |
-238,000 |
-8,198 |
0 |
N/A |
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FOUR |
Shift4 Payments, Inc. |
319 |
Closed |
$65.73 |
$0 |
0 |
0% |
-472,000 |
-6,355 |
0 |
N/A |
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AKAM |
Akamai Technologies Inc |
311 |
Closed |
$94.32 |
$0 |
0 |
0% |
-3,166,000 |
-26,750 |
0 |
Internet Software & S... |
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SCCO |
Southern Peru Copper Corp |
318 |
Closed |
$115.17 |
$0 |
0 |
0% |
-1,084,000 |
-12,590 |
0 |
Gold |
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AMT |
American Tower Corp |
310 |
Closed |
$185.00 |
$0 |
0 |
0% |
-556,000 |
-2,577 |
0 |
Integrated Telecommun... |
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ZION |
Zions Bancorporation |
317 |
Closed |
$43.94 |
$0 |
0 |
0% |
-215,000 |
-4,906 |
0 |
Domestic Regional Banks |
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TFLO |
Ishares Treasury Floating R... |
309 |
Closed |
$0.00 |
$0 |
0 |
0% |
-1,655,000 |
-32,800 |
0 |
N/A |
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VCLT |
Vanguard Long-Term Corpora |
315 |
Closed |
$75.45 |
$0 |
0 |
0% |
-1,193,000 |
-14,881 |
0 |
Closed - End Fund - Debt |
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