Rockbridge Investment Management, Lcc Ishares Barclays 20+ Year Trea Transaction History

Rockbridge Investment Management, Lcc

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2023 Feb 14, 2024	SELL	$82.77 - $100.51 $114,553 - $139,105	-1,384 Reduced 99.86%	2 $198,000
Q3 2022 May 28, 2024	SELL	$100.95 - $120.04 $139,916 - $166,375	-1,386 Closed	0 $0
Q1 2022 May 28, 2024	BUY	$128.66 - $144.3 $178,322 - $199,999	1,386 New	1,386 $183,000
Q3 2021 Nov 12, 2021	BUY	$144.09 - $151.79 $199,420 - $210,077	1,384 Added 69200.0%	1,386 $200,000
Q1 2021 May 20, 2021	SELL	$133.92 - $157.54 $16,740 - $19,692	-125 Reduced 98.43%	2 $0
Q3 2020 Nov 03, 2020	BUY	$161.12 - $171.57 $20,140 - $21,446	125 Added 6250.0%	127 $21,000
Q2 2020 Aug 20, 2020	BUY	$156.11 - $171.29 $312 - $342	2 New	2 $0

1,368

466M

148M

145M

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