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Name: |
Trinity Wealth Management LLC |
City: |
Berwyn |
State: |
PA |
Zip: |
19312 |
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data |
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Holdings
Found :
5 |
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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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QQEW |
First Trust NASDAQ-100 Equa... |
45 |
Closed |
$122.69 |
$0 |
0 |
0% |
-1,159,000 |
-9,866 |
0 |
Closed - End Fund - Debt |
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XLE |
SPDR Energy Sector |
44 |
Closed |
$94.96 |
$0 |
0 |
0% |
-3,314,000 |
-39,529 |
0 |
Closed - End Fund - E... |
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BIV |
Vanguard Intermediate-Term ... |
48 |
Closed |
$74.55 |
$0 |
0 |
0% |
-205,000 |
-2,681 |
0 |
Closed - End Fund - Debt |
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WFHY |
Wisdomtree Us High Yield Co... |
47 |
Closed |
$0.00 |
$0 |
0 |
0% |
-207,000 |
-4,552 |
0 |
N/A |
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VCSH |
Vanguard Scottsdale Funds |
46 |
Closed |
$77.07 |
$0 |
0 |
0% |
-202,000 |
-2,605 |
0 |
N/A |
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