Rockbridge Investment Management, Lcc Schwab Strategic Tr Us Dividen Transaction History

Rockbridge Investment Management, Lcc

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2023 Feb 14, 2024	SELL	$66.9 - $76.32 $49,439 - $56,400	-739 Reduced 94.74%	41 $3.12 Million
Q3 2022 May 28, 2024	SELL	$66.43 - $77.87 $7,639 - $8,955	-115 Closed	0 $0
Q2 2022 May 28, 2024	SELL	$70.31 - $80.24 $52,732 - $60,179	-750 Reduced 86.71%	115 $0
Q1 2022 May 28, 2024	BUY	$75.14 - $81.94 $64,996 - $70,878	865 New	865 $0
Q2 2020 Aug 20, 2020	BUY	$43.56 - $56.5 $33,976 - $44,070	780 New	780 $40,000

1,760

276M

1.92M

1.16M

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