Rockbridge Investment Management, Lcc Spdr Portfolio S&P 500 Value E Transaction History

Rockbridge Investment Management, Lcc

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2023 Feb 14, 2024	SELL	$39.63 - $46.73 $1,109 - $1,308	-28 Reduced 33.33%	56 $2.61 Million
Q3 2022 May 28, 2024	SELL	$34.49 - $40.43 $17,348 - $20,336	-503 Closed	0 $0
Q2 2022 May 28, 2024	BUY	$35.93 - $42.52 $13,653 - $16,157	380 Added 308.94%	503 $0
Q1 2022 May 28, 2024	BUY	$39.54 - $42.64 $4,863 - $5,244	123 New	123 $0
Q4 2021 Feb 14, 2022	BUY	$39.14 - $42.04 $939 - $1,008	24 Added 40.0%	84 $4,000
Q2 2020 Aug 20, 2020	BUY	$24.7 - $32.15 $1,482 - $1,929	60 New	60 $2,000

1,012

407M

356K

41.6K

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