RIM
MHE

Rockbridge Investment Management’s BlackRock Massachusetts Tax-Exempt Trust MHE Stock Holding History

Rockbridge Investment Management’s Portfolio MHE Stock Details MHE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-2,925
Closed -$39K – 777
2021
Q1 		$39K Hold
2,925
– – 0.01% 326
2020
Q4 		$39K Hold
2,925
– – 0.01% 319
2020
Q3 		$38K Hold
2,925
– – 0.01% 300
2020
Q2 		$37K Buy
+2,925
New +$37K 0.01% 263