Robertson Stephens Wealth Management, LLC Ishares Tr Core Moderate Alloc Transaction History

Robertson Stephens Wealth Management, LLC

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2022 Aug 12, 2022	SELL	$38.3 - $43.06 $220,224 - $247,595	-5,750 Closed	0 $0
Q1 2022 May 16, 2022	SELL	$41.74 - $45.45 $41,740 - $45,450	-1,000 Reduced 14.81%	5,750 $247,000
Q1 2021 May 07, 2021	SELL	$42.87 - $44.08 $780,962 - $803,005	-18,217 Reduced 72.96%	6,750 $293,000
Q4 2020 Feb 10, 2021	BUY	$40.42 - $43.32 $1.01 Million - $1.08 Million	24,967 New	24,967 $1.08 Million

253

11.5M

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