TRIA
Trail Ridge Investment Advisors’s Healthcare Services Group HCSG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $308K | Buy |
23,700
+467
| +2% | +$6.08K | 0.15% | 85 |
|
|
2025
Q1 | $234K | Buy |
23,233
+1,048
| +5% | +$10.6K | 0.12% | 95 |
|
|
2024
Q4 | $258K | Buy |
22,185
+180
| +0.8% | +$2.09K | 0.12% | 96 |
|
|
2024
Q3 | $233K | Sell |
22,005
-99
| -0.4% | -$1.05K | 0.11% | 102 |
|
|
2024
Q2 | $234K | Buy |
+22,104
| New | +$234K | 0.12% | 98 |
|