Rockbridge Investment Management, Lcc Schwab Fundamental U S Large C Transaction History

Rockbridge Investment Management, Lcc

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2023 Feb 14, 2024	SELL	$53.46 - $62.11 $17,267 - $20,061	-323 Closed	0 $0
Q2 2022 May 28, 2024	SELL	$49.93 - $59.29 $16,127 - $19,150	-323 Closed	0 $0
Q1 2022 May 28, 2024	BUY	$55.41 - $59.9 $17,897 - $19,347	323 New	323 $0
Q2 2020 Aug 20, 2020	BUY	$29.92 - $40.24 $9,664 - $12,997	323 New	323 $12,000

596

193M

Get notified when there are updates to the investment portfolio of Rockbridge Investment Management, Lcc, based on Form 13F filings with the SEC.

Stay updated on Rockbridge Investment Management, Lcc with notifications on news.