Balanced Rock Investment Advisor MANAGER DIRECTED PORTFOLIOS Transaction History

Balanced Rock Investment Advisor

  • $119 Billion
  • Q2 2024
Number of Shares
412,844
Previous 393,158 5.01%
Holding current value
$3.99 Billion
Previous $3.85 Billion 3.56%
% of portfolio
3.36%
Previous 3.29%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 31, 2024
BUY
N/A
19,686 Added 5.01%
412,844 $3.99 Billion
Q1 2024

May 13, 2024
SELL
N/A
-64,923 Reduced 14.17%
393,158 $3.85 Billion
Q4 2023

Feb 13, 2024
BUY
N/A
458,081 New
458,081 $4.56 Billion
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