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

Trail Ridge Investment Advisors, LLC

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2023 Feb 16, 2024	BUY	$44.01 - $53.82 $166,401 - $203,493	3,781 New	3,781 $202,000
Q4 2022 Feb 14, 2023	SELL	$43.24 - $51.2 $1,081 - $1,280	-25 Reduced 0.29%	8,631 $413,000
Q3 2022 Nov 14, 2022	BUY	$43.08 - $51.06 $104,770 - $124,177	2,432 Added 39.07%	8,656 $441,000
Q2 2022 Aug 02, 2022	BUY	$43.64 - $54.04 $11,913 - $14,752	273 Added 4.59%	6,224 $278,000
Q1 2022 May 16, 2022	BUY	$50.54 - $58.97 $300,763 - $350,930	5,951 New	5,951 $0

213

10.3M

600

3.2K

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.