North Rock Partners, LLC Schwab Fundamental Emerging Mk Transaction History

North Rock Partners, LLC

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 25, 2025	SELL	$26.66 - $33.09 $2,399 - $2,978	-90 Reduced 2.66%	3,293 $108,000
Q1 2025 May 08, 2025	BUY	$28.11 - $32.0 $6,774 - $7,712	241 Added 7.67%	3,383 $104,000
Q4 2024 Apr 22, 2025	BUY	$28.89 - $33.95 $2,686 - $3,157	93 Added 3.05%	3,142 $91,000
Q2 2024 Apr 22, 2025	BUY	$27.2 - $30.7 $82,932 - $93,604	3,049 New	3,049 $90,000
Q4 2023 Apr 22, 2025	BUY	$25.33 - $27.18 $2,153 - $2,310	85 New	85 $2,000

434

163M

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