Rockbridge Investment Management, Lcc Wisdomtree Tr U.S Transaction History

Rockbridge Investment Management, Lcc

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2023 Feb 14, 2024	SELL	$73.7 - $83.0 $19,530 - $21,995	-265 Closed	0 $0
Q2 2022 May 28, 2024	SELL	$80.0 - $91.19 $21,200 - $24,165	-265 Closed	0 $0
Q1 2022 May 28, 2024	BUY	$82.52 - $88.81 $21,867 - $23,534	265 New	265 $0
Q4 2021 Feb 14, 2022	SELL	$76.78 - $82.54 $2,303 - $2,476	-30 Reduced 10.17%	265 $22,000
Q3 2020 Nov 03, 2020	SELL	$60.76 - $65.86 $3,038 - $3,293	-50 Reduced 14.49%	295 $18,000
Q2 2020 Aug 20, 2020	BUY	$53.94 - $68.94 $18,609 - $23,784	345 New	345 $21,000

219

5.91M

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