Rockbridge Investment Management, Lcc Spdr Ser Tr Spdr Portfolio Mor Transaction History

Rockbridge Investment Management, Lcc

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2023 Feb 14, 2024	SELL	$20.11 - $22.18 $5,349 - $5,899	-266 Reduced 64.41%	147 $3.25 Million
Q3 2022 May 28, 2024	SELL	$21.2 - $23.55 $13,419 - $14,907	-633 Closed	0 $0
Q2 2022 May 28, 2024	SELL	$22.01 - $23.84 $216,138 - $234,108	-9,820 Reduced 93.94%	633 $0
Q1 2022 May 28, 2024	BUY	$23.73 - $25.3 $248,049 - $264,460	10,453 New	10,453 $0
Q4 2021 Feb 14, 2022	BUY	$25.33 - $25.72 $5,496 - $5,581	217 Added 110.71%	413 $10,000
Q3 2021 Nov 12, 2021	SELL	$25.67 - $25.95 $27,338 - $27,636	-1,065 Reduced 84.46%	196 $0
Q2 2020 Aug 20, 2020	BUY	$26.53 - $26.95 $33,454 - $33,983	1,261 New	1,261 $34,000

219

243M

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.