Rockbridge Investment Management, Lcc Ishares Tr Transaction History

Rockbridge Investment Management, Lcc

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2023 Feb 14, 2024	SELL	$95.31 - $114.66 $5,718 - $6,879	-60 Closed	0 $0
Q3 2022 May 28, 2024	SELL	$83.78 - $102.55 $5,026 - $6,153	-60 Closed	0 $0
Q1 2022 May 28, 2024	BUY	$97.52 - $114.07 $5,851 - $6,844	60 New	60 $6,000
Q3 2021 Nov 12, 2021	SELL	$107.16 - $114.98 $1,607 - $1,724	-15 Reduced 20.0%	60 $6,000
Q1 2021 May 20, 2021	BUY	$93.24 - $105.87 $1,025 - $1,164	11 Added 17.19%	75 $8,000
Q4 2020 Mar 04, 2021	BUY	$81.66 - $97.19 $2,613 - $3,110	32 Added 100.0%	64 $6,000
Q2 2020 Aug 20, 2020	BUY	$58.74 - $81.28 $1,879 - $2,600	32 New	32 $5,000

317

6.08M

29.4K

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