Rockbridge Investment Management, Lcc Wisdomtree Tr U.S Largecap Div Transaction History

Rockbridge Investment Management, Lcc

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2023 Feb 14, 2024	SELL	$58.89 - $66.53 $3,768 - $4,257	-64 Reduced 9.82%	588 $39 Million
Q3 2022 May 28, 2024	SELL	$55.26 - $64.34 $34,482 - $40,148	-624 Closed	0 $0
Q1 2022 May 28, 2024	BUY	$62.31 - $66.73 $38,881 - $41,639	624 New	624 $0
Q4 2021 Feb 14, 2022	BUY	$59.87 - $66.15 $39,035 - $43,129	652 New	652 $43,000

408

36.6M

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