Rockbridge Investment Management, Lcc Utilities Sector Spdr Transaction History

Rockbridge Investment Management, Lcc

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2023 Feb 14, 2024	SELL	$56.19 - $65.96 $280,500 - $329,272	-4,992 Reduced 99.38%	31 $1.96 Million
Q2 2022 May 28, 2024	SELL	$64.87 - $76.96 $318,706 - $378,104	-4,913 Closed	0 $0
Q1 2022 May 28, 2024	BUY	$65.03 - $74.54 $319,492 - $366,215	4,913 New	4,913 $0
Q4 2021 Feb 14, 2022	SELL	$63.88 - $71.58 $27,532 - $30,850	-431 Reduced 7.9%	5,023 $360,000
Q2 2020 Aug 20, 2020	BUY	$51.79 - $62.83 $282,462 - $342,674	5,454 New	5,454 $308,000

1,550

152M

18.3M

37.5M

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