Rockbridge Investment Management, Lcc First Tr Fd Dow Jones Transaction History

Rockbridge Investment Management, Lcc

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2023 Feb 14, 2024	SELL	$147.79 - $188.39 $36,947 - $47,097	-250 Reduced 55.56%	200 $37.3 Million
Q3 2022 May 28, 2024	SELL	$126.42 - $155.93 $25,284 - $31,186	-200 Closed	0 $0
Q2 2022 May 28, 2024	SELL	$122.23 - $195.51 $30,557 - $48,877	-250 Reduced 55.56%	200 $25,000
Q1 2022 May 28, 2024	BUY	$162.73 - $226.47 $73,228 - $101,911	450 New	450 $84,000
Q4 2021 Feb 14, 2022	BUY	$219.19 - $250.48 $54,797 - $62,620	250 Added 125.0%	450 $102,000

Q1 2021 May 20, 2021	BUY	$206.49 - $243.18 $41,298 - $48,636	200 New	200 $44,000

542

18.6M

82.1K

9.1K

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.