Rockbridge Investment Management, Lcc Alps ETF Tr Alerian Mlp ETF Transaction History

Rockbridge Investment Management, Lcc

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2023 Feb 14, 2024	SELL	$40.49 - $44.3 $1,741 - $1,904	-43 Reduced 30.5%	98 $4.17 Million
Q3 2022 May 28, 2024	SELL	$33.39 - $41.29 $3,272 - $4,046	-98 Closed	0 $0
Q2 2022 May 28, 2024	SELL	$33.35 - $42.17 $1,467 - $1,855	-44 Reduced 30.99%	98 $3,000
Q1 2022 May 28, 2024	BUY	$33.68 - $38.62 $4,782 - $5,484	142 New	142 $5,000
Q4 2021 Feb 14, 2022	SELL	$30.56 - $37.19 $488 - $595	-16 Reduced 10.19%	141 $5,000
Q2 2020 Aug 20, 2020	BUY	$16.95 - $31.7 $2,661 - $4,976	157 New	157 $4,000

723

91.9M

329K

456K

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.