TRIA
Trail Ridge Investment Advisors’s Factset FDS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $886K | Hold |
2,200
| – | – | 0.43% | 51 |
|
|
2025
Q1 | $1M | Hold |
2,200
| – | – | 0.52% | 45 |
|
|
2024
Q4 | $1.06M | Hold |
2,200
| – | – | 0.5% | 49 |
|
|
2024
Q3 | $1.02M | Hold |
2,200
| – | – | 0.49% | 50 |
|
|
2024
Q2 | $898K | Hold |
2,200
| – | – | 0.46% | 50 |
|
|
2024
Q1 | $1,000K | Hold |
2,200
| – | – | 0.57% | 46 |
|
|
2023
Q4 | $1.05M | Hold |
2,200
| – | – | 0.64% | 47 |
|
|
2023
Q3 | $962K | Hold |
2,200
| – | – | 0.65% | 46 |
|
|
2023
Q2 | $881K | Hold |
2,200
| – | – | 0.54% | 55 |
|
|
2023
Q1 | $913K | Hold |
2,200
| – | – | 0.6% | 54 |
|
|
2022
Q4 | $883K | Hold |
2,200
| – | – | 0.61% | 52 |
|
|
2022
Q3 | $927K | Hold |
2,200
| – | – | 0.61% | 51 |
|
|
2022
Q2 | $846K | Hold |
2,200
| – | – | 0.57% | 51 |
|
|
2022
Q1 | $955K | Hold |
2,200
| – | – | 0.59% | 53 |
|
|
2021
Q4 | $1.07M | Buy |
+2,200
| New | +$1.07M | 0.64% | 50 |
|