Rockbridge Investment Management, Lcc Spdr Portfolio S&P 500 High Di Transaction History

Rockbridge Investment Management, Lcc

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2023 Feb 14, 2024	SELL	$33.0 - $39.88 $162,756 - $196,688	-4,932 Reduced 94.43%	291 $11.4 Million
Q3 2022 May 28, 2024	SELL	$35.47 - $43.38 $31,745 - $38,825	-895 Closed	0 $0
Q2 2022 May 28, 2024	SELL	$38.63 - $45.45 $167,190 - $196,707	-4,328 Reduced 82.86%	895 $0
Q1 2022 May 28, 2024	BUY	$41.75 - $44.47 $218,060 - $232,266	5,223 New	5,223 $0
Q3 2021 Nov 12, 2021	BUY	$38.21 - $40.67 $199,570 - $212,419	5,223 New	5,223 $0

473

47.3M

68.6K

13K

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