Rockbridge Investment Management, Lcc First Tr Value Line Divid Inde Transaction History

Rockbridge Investment Management, Lcc

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2023 Feb 14, 2024	BUY	$36.09 - $40.63 $2,309 - $2,600	64 New	64 $2.6 Million
Q1 2021 May 20, 2021	SELL	$34.56 - $38.32 $17,280 - $19,160	-500 Closed	0 $0
Q4 2020 Mar 04, 2021	SELL	$31.33 - $35.27 $200,512 - $225,728	-6,400 Reduced 92.75%	500 $18,000
Q2 2020 Aug 20, 2020	BUY	$26.27 - $33.19 $181,263 - $229,010	6,900 New	6,900 $209,000

585

139M

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