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

1,297

76.8M

7.35M

18M

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