Rockbridge Investment Management, Lcc Spdr Ssga Us Small Cap Low Vol Transaction History

Rockbridge Investment Management, Lcc

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2023 Feb 14, 2024	SELL	$93.59 - $114.07 $1,403 - $1,711	-15 Reduced 10.14%	133 $15 Million
Q3 2022 May 28, 2024	SELL	$98.74 - $116.0 $14,613 - $17,168	-148 Closed	0 $0
Q1 2022 May 28, 2024	BUY	$110.83 - $120.8 $16,402 - $17,878	148 New	148 $0
Q3 2021 Nov 12, 2021	SELL	$108.48 - $115.98 $1,301 - $1,391	-12 Reduced 7.5%	148 $0
Q2 2020 Aug 20, 2020	BUY	$58.89 - $86.67 $9,422 - $13,867	160 New	160 $12,000

779K

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