Trail Ridge Investment Advisors, LLC Fidelity Covington Tr Msci Con Transaction History

Trail Ridge Investment Advisors, LLC

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2023 Feb 16, 2024	BUY	$64.24 - $79.94 $176,210 - $219,275	2,743 New	2,743 $216,000
Q2 2023 Aug 14, 2023	SELL	$63.09 - $73.32 $19,684 - $22,875	-312 Reduced 6.82%	4,263 $312,000
Q1 2023 May 12, 2023	BUY	$56.39 - $68.71 $34,905 - $42,531	619 Added 15.65%	4,575 $299,000
Q4 2022 Feb 14, 2023	BUY	$55.45 - $63.81 $14,638 - $16,845	264 Added 7.15%	3,956 $224,000
Q3 2022 Nov 14, 2022	SELL	$59.99 - $74.41 $47,392 - $58,783	-790 Reduced 17.63%	3,692 $234,000
Q2 2022 Aug 02, 2022	BUY	$57.67 - $80.77 $29,411 - $41,192	510 Added 12.84%	4,482 $264,000
Q1 2022 May 16, 2022	BUY	$70.33 - $90.25 $33,336 - $42,778	474 Added 13.55%	3,972 $0
Q4 2021 Feb 14, 2022	BUY	$80.05 - $92.13 $280,014 - $322,270	3,498 New	3,498 $0

235

10.2M

4.1K

500

Get notified when there are updates to the investment portfolio of Trail Ridge Investment Advisors, LLC, based on Form 13F filings with the SEC.

Stay updated on Trail Ridge Investment Advisors, LLC with notifications on news.