Rockbridge Investment Management, Lcc Spdr S&P Emerging Markets Smal Transaction History

Rockbridge Investment Management, Lcc

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2023 Feb 14, 2024	SELL	$51.03 - $56.87 $75,014 - $83,598	-1,470 Closed	0 $0
Q2 2022 May 28, 2024	SELL	$48.46 - $58.2 $71,236 - $85,554	-1,470 Closed	0 $0
Q1 2022 May 28, 2024	BUY	$53.14 - $59.56 $78,115 - $87,553	1,470 New	1,470 $0
Q1 2021 May 20, 2021	BUY	$51.27 - $55.89 $14,868 - $16,208	290 Added 24.58%	1,470 $81,000
Q3 2020 Nov 03, 2020	SELL	$41.35 - $45.9 $69,468 - $77,112	-1,680 Reduced 58.74%	1,180 $52,000
Q2 2020 Aug 20, 2020	BUY	$32.12 - $41.44 $91,863 - $118,518	2,860 New	2,860 $117,000

178

8.47M

3.6K

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.