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

529

426M

200

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