Colorado Capital Management, Inc. MANAGER DIRECTED PORTFOLIOS Transaction History

Colorado Capital Management, Inc.

  • $206 Million
  • Q4 2024
Number of Shares
499,236
Previous 516,161 3.28%
Holding current value
$5.05 Million
Previous $5.73 Million 11.89%
% of portfolio
2.45%
Previous 2.83%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 16, 2025
SELL
N/A
-16,925 Reduced 3.28%
499,236 $5.05 Million
Q3 2024

Oct 09, 2024
SELL
N/A
-4,827 Reduced 0.93%
516,161 $5.73 Million
Q2 2024

Jul 25, 2024
BUY
N/A
12,209 Added 2.4%
520,988 $5.04 Million
Q1 2024

Apr 15, 2024
BUY
N/A
64,286 Added 14.46%
508,779 $4.99 Million
Q4 2023

Jan 19, 2024
BUY
N/A
444,493 New
444,493 $4.43 Million
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