Rockbridge Investment Management, Lcc Ishares Tr U S Utils ETF Transaction History

Rockbridge Investment Management, Lcc

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2023 Feb 14, 2024	SELL	$70.39 - $82.51 $48,780 - $57,179	-693 Closed	0 $0
Q2 2022 May 28, 2024	SELL	$78.85 - $93.89 $63,553 - $75,675	-806 Closed	0 $0
Q1 2022 May 28, 2024	BUY	$79.56 - $91.11 $64,125 - $73,434	806 New	806 $73,000
Q4 2021 Feb 14, 2022	BUY	$79.02 - $88.43 $4,741 - $5,305	60 Added 9.48%	693 $61,000
Q3 2021 Nov 12, 2021	BUY	$78.65 - $86.24 $20,370 - $22,336	259 Added 69.25%	633 $49,000
Q1 2021 May 20, 2021	SELL	$72.46 - $79.63 $2,898 - $3,185	-40 Reduced 9.66%	374 $30,000
Q4 2020 Mar 04, 2021	BUY	$73.61 - $82.19 $13,765 - $15,369	187 Added 82.38%	414 $32,000
Q2 2020 Aug 20, 2020	BUY	$64.5 - $78.05 $14,641 - $17,717	227 New	227 $32,000

273

7.18M

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