Rockbridge Investment Management, Lcc Energy Sector Spdr Transaction History

Rockbridge Investment Management, Lcc

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2023 Feb 14, 2024	SELL	$81.2 - $91.96 $239,540 - $271,282	-2,950 Reduced 87.77%	411 $34.5 Million
Q3 2022 May 28, 2024	SELL	N/A	-601 Closed	0 $0
Q2 2022 May 28, 2024	SELL	N/A	-1,028 Reduced 63.11%	601 $0
Q1 2022 May 28, 2024	BUY	N/A	1,629 New	1,629 $0
Q4 2021 Feb 14, 2022	SELL	N/A	-25 Reduced 0.74%	3,361 $187,000
Q3 2021 Nov 12, 2021	BUY	N/A	509 Added 17.69%	3,386 $0
Q2 2021 Aug 05, 2021	BUY	N/A	1,858 Added 182.34%	2,877 $155,000
Q1 2021 May 20, 2021	BUY	N/A	66 Added 6.93%	1,019 $50,000
Q4 2020 Mar 04, 2021	BUY	N/A	74 Added 8.42%	953 $36,000
Q3 2020 Nov 03, 2020	BUY	N/A	30 Added 3.53%	879 $26,000
Q2 2020 Aug 20, 2020	BUY	N/A	849 New	849 $32,000

2,062

241M

47.3M

75.8M

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.