Rockbridge Investment Management, Lcc Invesco S&P 500 Equal Weight U Transaction History

Rockbridge Investment Management, Lcc

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2021 Aug 05, 2021	SELL	$103.1 - $109.46 $1,546 - $1,641	-15 Closed	0 $0
Q1 2021 May 20, 2021	SELL	$93.39 - $103.72 $27,830 - $30,908	-298 Reduced 95.21%	15 $2,000
Q4 2020 Mar 04, 2021	BUY	$94.97 - $106.46 $7,217 - $8,090	76 Added 32.07%	313 $31,000
Q3 2020 Nov 03, 2020	BUY	$90.55 - $98.88 $10,141 - $11,074	112 Added 89.6%	237 $22,000
Q2 2020 Aug 20, 2020	BUY	$82.54 - $100.97 $10,317 - $12,621	125 New	125 $11,000

110

2.4M

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