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

246

10.5M

4.1K

500

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