Rockbridge Investment Management, Lcc Ishares Expanded Tech Software Transaction History

Rockbridge Investment Management, Lcc

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2023 Feb 14, 2024	SELL	$329.19 - $408.79 $16,459 - $20,439	-50 Reduced 55.56%	40 $16.2 Million
Q3 2022 May 28, 2024	SELL	$50.03 - $317.25 $2,001 - $12,690	-40 Closed	0 $0
Q1 2022 May 28, 2024	BUY	$302.28 - $393.09 $12,091 - $15,723	40 New	40 $13,000
Q4 2021 Feb 14, 2022	BUY	$384.52 - $446.52 $34,606 - $40,186	90 New	90 $36,000

554

50.2M

1.14M

1.7M

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.