TRIA
Trail Ridge Investment Advisors’s Polaris PII Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-2,507
| Closed | -$277K | – | 122 |
|
|
2023
Q1 | $277K | Sell |
2,507
-488
| -16% | -$54K | 0.18% | 100 |
|
|
2022
Q4 | $302K | Sell |
2,995
-9
| -0.3% | -$909 | 0.21% | 98 |
|
|
2022
Q3 | $350K | Sell |
3,004
-337
| -10% | -$39.3K | 0.23% | 97 |
|
|
2022
Q2 | $332K | Buy |
3,341
+8
| +0.2% | +$795 | 0.23% | 109 |
|
|
2022
Q1 | $351K | Sell |
3,333
-884
| -21% | -$93.1K | 0.22% | 110 |
|
|
2021
Q4 | $463K | Buy |
+4,217
| New | +$463K | 0.28% | 90 |
|