Rockbridge Investment Management, Lcc First Trust Capital Strength E Transaction History

Rockbridge Investment Management, Lcc

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2023 Feb 14, 2024	BUY	$71.38 - $80.32 $17,630 - $19,839	247 New	247 $19.8 Million
Q3 2022 May 28, 2024	SELL	$66.42 - $76.5 $16,339 - $18,819	-246 Closed	0 $0
Q1 2022 May 28, 2024	BUY	$73.54 - $83.8 $18,090 - $20,614	246 New	246 $19,000
Q1 2021 May 20, 2021	SELL	$65.61 - $71.26 $32,805 - $35,630	-500 Closed	0 $0
Q4 2020 Mar 04, 2021	BUY	$60.98 - $67.58 $30,490 - $33,790	500 New	500 $34,000

523

61.5M

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.