Robertson Stephens Wealth Management, LLC Alps ETF Tr Alerian Mlp ETF Transaction History

Robertson Stephens Wealth Management, LLC

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2021 Feb 14, 2022	SELL	$30.56 - $37.19 $418,152 - $508,870	-13,683 Closed	0 $0
Q3 2021 Nov 10, 2021	SELL	$31.16 - $36.97 $116,600 - $138,341	-3,742 Reduced 21.47%	13,683 $456,000
Q2 2021 Aug 17, 2021	SELL	$30.93 - $38.73 $16,300 - $20,410	-527 Reduced 2.94%	17,425 $634,000
Q1 2021 May 07, 2021	BUY	$25.44 - $32.42 $70,621 - $89,997	2,776 Added 18.29%	17,952 $547,000
Q4 2020 Feb 10, 2021	BUY	$19.83 - $28.37 $44,419 - $63,548	2,240 Added 17.32%	15,176 $389,000

Q3 2020 Nov 10, 2020	SELL	$19.5 - $25.98 $19 - $25	-1 Reduced 0.01%	12,936 $258,000
Q2 2020 Aug 12, 2020	BUY	$16.95 - $31.7 $219,282 - $410,102	12,937 New	12,937 $319,000

683

85M

393K

373K

Get notified when there are updates to the investment portfolio of Robertson Stephens Wealth Management, LLC, based on Form 13F filings with the SEC.

Stay updated on Robertson Stephens Wealth Management, LLC with notifications on news.