Rockbridge Investment Management, Lcc Spdr Portfolio Transaction History

Rockbridge Investment Management, Lcc

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2023 Feb 14, 2024	SELL	$40.76 - $49.2 $20,543 - $24,796	-504 Reduced 46.54%	579 $28.2 Million
Q3 2022 May 28, 2024	SELL	$38.55 - $46.17 $41,634 - $49,863	-1,080 Closed	0 $0
Q1 2022 May 28, 2024	BUY	$44.15 - $50.14 $47,682 - $54,151	1,080 New	1,080 $0
Q4 2021 Feb 14, 2022	SELL	$46.63 - $50.95 $7,740 - $8,457	-166 Reduced 13.29%	1,083 $54,000
Q4 2020 Mar 04, 2021	SELL	$33.07 - $40.57 $3,803 - $4,665	-115 Reduced 8.43%	1,249 $50,000
Q2 2020 Aug 20, 2020	BUY	$23.46 - $34.21 $31,999 - $46,662	1,364 New	1,364 $43,000

662

189M

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