Rockbridge Investment Management, Lcc Spdr Dow Jones Reit ETF Transaction History

Rockbridge Investment Management, Lcc

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2023 Feb 14, 2024	SELL	$77.45 - $97.31 $1,239 - $1,556	-16 Reduced 23.53%	52 $4.96 Million
Q3 2022 May 28, 2024	SELL	$83.14 - $106.49 $4,323 - $5,537	-52 Closed	0 $0
Q1 2022 May 28, 2024	BUY	$108.0 - $122.07 $5,616 - $6,347	52 New	52 $0
Q4 2021 Feb 14, 2022	BUY	$106.6 - $122.16 $5,543 - $6,352	52 Added 325.0%	68 $8,000
Q2 2020 Aug 20, 2020	BUY	$65.24 - $89.61 $1,043 - $1,433	16 New	16 $1,000

283

11.9M

14.5K

29.4K

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.