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	Change in Stake	Trade Value	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	+$36.9K	0.01%	263

Rockbridge Investment Management's MHE Position: Q2 2021 in Review

Rockbridge Investment Management sold out of BlackRock Massachusetts Tax-Exempt Trust (MHE) in Q2 2021, closing a stake of 2,925 shares — an estimated $39K sold.

Rockbridge Investment Management first reported a position in MHE in Q2 2020 and held it in 4 quarters. The position peaked at $39K in Q1 2021. 0 funds tracked by Wall St. Rank hold MHE as of Q2 2021.

Rockbridge Investment Management reported no remaining BlackRock Massachusetts Tax-Exempt Trust position as of Q2 2021 after selling out during the quarter.
Rockbridge Investment Management sold 2,925 BlackRock Massachusetts Tax-Exempt Trust shares in Q2 2021, an estimated $39K.
Rockbridge Investment Management first reported a position in BlackRock Massachusetts Tax-Exempt Trust in Q2 2020 and held it in 4 quarters.
Rockbridge Investment Management's BlackRock Massachusetts Tax-Exempt Trust position peaked at $39K in Q1 2021.
0 funds tracked by Wall St. Rank held BlackRock Massachusetts Tax-Exempt Trust as of Q2 2021.

Based on Rockbridge Investment Management's 13F filing for Q2 2021, filed 5 Aug 2021.