Robertson Stephens Wealth Management, LLC Spdr Bloomberg Convertible Sec Transaction History

Robertson Stephens Wealth Management, LLC

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2022 Feb 14, 2023	SELL	$62.9 - $67.01 $53,590 - $57,092	-852 Reduced 18.37%	3,787 $243,000
Q3 2022 Nov 14, 2022	SELL	$63.3 - $71.11 $150,654 - $169,241	-2,380 Reduced 33.91%	4,639 $293,000
Q2 2022 Aug 12, 2022	BUY	$63.06 - $78.0 $442,618 - $547,482	7,019 New	7,019 $453,000
Q1 2020 May 01, 2020	SELL	$40.96 - $60.38 $827,842 - $1.22 Million	-20,211 Closed	0 $0
Q4 2019 Feb 14, 2020	SELL	$51.66 - $55.76 $664,450 - $717,185	-12,862 Reduced 38.89%	20,211 $1.12 Million
Q3 2019 Nov 14, 2019	BUY	$52.13 - $53.3 $524,949 - $536,731	10,070 Added 43.78%	33,073 $1.74 Million
Q2 2019 Jul 31, 2019	BUY	N/A	469 Added 2.08%	23,003 $1.22 Million
Q1 2019 May 15, 2019	BUY	N/A	2,323 Added 11.49%	22,534 $1.18 Million
Q4 2018 Feb 12, 2019	BUY	N/A	20,211 New	20,211 $946,000

499

30.5M

1.3K

200

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