Rockbridge Investment Management, Lcc Ishares Tr Core Growth Allocat Transaction History

Rockbridge Investment Management, Lcc

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2023 Feb 14, 2024	BUY	$47.73 - $53.4 $238 - $267	5 Added 0.93%	542 $28.8 Million
Q3 2022 May 28, 2024	SELL	$44.78 - $50.98 $24,270 - $27,631	-542 Closed	0 $0
Q1 2022 May 28, 2024	BUY	$51.69 - $57.18 $28,015 - $30,991	542 New	542 $0
Q3 2021 Nov 12, 2021	SELL	$55.25 - $57.29 $31,161 - $32,311	-564 Reduced 51.23%	537 $0
Q1 2021 May 20, 2021	BUY	$52.05 - $53.97 $104 - $107	2 Added 0.18%	1,101 $59,000
Q4 2020 Mar 04, 2021	BUY	$47.5 - $52.36 $27,217 - $30,002	573 Added 108.94%	1,099 $57,000
Q2 2020 Aug 20, 2020	BUY	$40.37 - $47.5 $21,234 - $24,985	526 New	526 $24,000

366

14.4M

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