Rockbridge Investment Management, Lcc Invesco ETF Tr Ii Taxable Mun Transaction History

Rockbridge Investment Management, Lcc

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2023 Feb 14, 2024	SELL	$24.42 - $27.08 $51,916 - $57,572	-2,126 Closed	0 $0
Q2 2022 May 28, 2024	SELL	$26.87 - $29.61 $55,029 - $60,641	-2,048 Closed	0 $0
Q1 2022 May 28, 2024	BUY	$29.41 - $32.55 $60,231 - $66,662	2,048 New	2,048 $60,000
Q1 2021 May 20, 2021	SELL	$31.84 - $33.73 $5,221 - $5,531	-164 Reduced 7.16%	2,126 $68,000
Q2 2020 Aug 20, 2020	BUY	$29.9 - $33.05 $68,471 - $75,684	2,290 New	2,290 $75,000

211

29.4M

1.2K

27K

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