Rockbridge Investment Management, Lcc Ishares Tr Core Aggressive All Transaction History

Rockbridge Investment Management, Lcc

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2023 Feb 14, 2024	BUY	$60.96 - $69.28 $243 - $277	4 Added 0.7%	572 $39.5 Million
Q3 2022 May 28, 2024	SELL	$55.45 - $64.54 $31,717 - $36,916	-572 Closed	0 $0
Q1 2022 May 28, 2024	BUY	$65.0 - $73.15 $37,180 - $41,841	572 New	572 $39,000
Q3 2021 Nov 12, 2021	BUY	$69.28 - $72.77 $9,837 - $10,333	142 Added 33.33%	568 $39,000
Q1 2021 May 20, 2021	BUY	$63.86 - $67.38 $63 - $67	1 Added 0.24%	426 $29,000
Q4 2020 Mar 04, 2021	BUY	$56.73 - $64.27 $340 - $385	6 Added 1.43%	425 $27,000
Q2 2020 Aug 20, 2020	BUY	$46.01 - $56.68 $19,278 - $23,748	419 New	419 $23,000

339

8.21M

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