TRIA
Trail Ridge Investment Advisors’s M&T Bank MTB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-2,057
| Closed | -$246K | – | 121 |
|
|
2023
Q1 | $246K | Hold |
2,057
| – | – | 0.16% | 106 |
|
|
2022
Q4 | $298K | Hold |
2,057
| – | – | 0.21% | 100 |
|
|
2022
Q3 | $342K | Sell |
2,057
-480
| -19% | -$79.8K | 0.23% | 99 |
|
|
2022
Q2 | $404K | Hold |
2,537
| – | – | 0.27% | 95 |
|
|
2022
Q1 | $430K | Hold |
2,537
| – | – | 0.26% | 97 |
|
|
2021
Q4 | $390K | Buy |
+2,537
| New | +$390K | 0.23% | 102 |
|