TrinityPoint Wealth, LLC historic quarter change: USA Preferred Shares, Reduced
In preferred shares (listed in the US), over 4 quarters from 2023-12-31 to 2024-12-31, TrinityPoint Wealth, LLC opened 1 positions, added to 4, reduced 2 and sold out of 1.
- Q4 2024: Stock PGX; Country of operation —; Class PFD ETF; Shares before 23,838.
- Q2 2024: Stock VRP; Country of operation —; Class VAR RATE PFD; Shares before 9,172.
Each consecutive pair of Form 13F-HR filings compared (SEC CIK 1766510), 4 quarters: Q4 2024 (2024-09-30 to 2024-12-31, filed 2025-02-14); Q3 2024 (2024-06-30 to 2024-09-30, filed 2024-11-07); Q2 2024 (2024-03-31 to 2024-06-30, filed 2024-07-30); Q1 2024 (2023-12-31 to 2024-03-31, filed 2024-05-08). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move. Only the filings held here are compared; the firm's 13F-HR filings go back to the quarter ended 2018-12-31.
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