Rockbridge Investment Management, Lcc Select Sector Spdr Consumer Di Transaction History

Rockbridge Investment Management, Lcc

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2023 Feb 14, 2024	BUY	$148.04 - $181.41 $8,290 - $10,158	56 Added 30.77%	238 $42.6 Million
Q3 2022 May 28, 2024	SELL	$140.01 - $172.97 $31,082 - $38,399	-222 Closed	0 $0
Q2 2022 May 28, 2024	BUY	$134.63 - $189.39 $5,385 - $7,575	40 Added 21.98%	222 $0
Q1 2022 May 28, 2024	BUY	$163.19 - $210.31 $29,700 - $38,276	182 New	182 $0
Q4 2021 Feb 14, 2022	BUY	$179.37 - $211.42 $11,120 - $13,108	62 Added 51.67%	182 $37,000
Q3 2020 Nov 03, 2020	SELL	$129.0 - $153.76 $5,418 - $6,457	-42 Reduced 25.93%	120 $18,000
Q2 2020 Aug 20, 2020	BUY	$92.41 - $133.25 $14,970 - $21,586	162 New	162 $21,000

1,276

81.5M

5.83M

12.5M

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.