Rockbridge Investment Management, Lcc Ishares Tr Broad Usd High Yiel Transaction History

Rockbridge Investment Management, Lcc

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2023 Feb 14, 2024	BUY	$33.79 - $36.59 $304 - $329	9 Added 12.33%	82 $2.98 Million
Q3 2022 May 28, 2024	SELL	$33.56 - $37.12 $2,919 - $3,229	-87 Closed	0 $0
Q1 2022 May 28, 2024	BUY	$37.82 - $41.16 $3,290 - $3,580	87 New	87 $3,000
Q4 2021 Feb 14, 2022	BUY	$40.46 - $41.49 $80 - $82	2 Added 2.82%	73 $3,000
Q3 2021 Nov 12, 2021	BUY	$41.23 - $41.8 $164 - $167	4 Added 5.97%	71 $2,000
Q2 2021 Aug 05, 2021	BUY	$40.95 - $41.72 $2,252 - $2,294	55 Added 458.33%	67 $3,000
Q4 2020 Mar 04, 2021	BUY	$39.32 - $41.26 $471 - $495	12 New	12 $0

502

299M

200

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.