Robertson Stephens Wealth Management, LLC Global X Fds Fintech ETF (De) Transaction History

Robertson Stephens Wealth Management, LLC

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 15, 2024	SELL	$23.73 - $27.86 $32,486 - $38,140	-1,369 Reduced 5.17%	25,087 $698,000
Q4 2023 Feb 06, 2024	SELL	$18.19 - $26.08 $76,434 - $109,588	-4,202 Reduced 13.71%	26,456 $676,000
Q3 2023 Nov 13, 2023	SELL	$19.71 - $24.72 $86,940 - $109,039	-4,411 Reduced 12.58%	30,658 $617,000
Q2 2023 Aug 11, 2023	SELL	$19.9 - $22.07 $46,884 - $51,996	-2,356 Reduced 6.3%	35,069 $773,000
Q1 2023 May 11, 2023	SELL	$19.23 - $23.92 $15,345 - $19,088	-798 Reduced 2.09%	37,425 $779,000
Q4 2022 Feb 14, 2023	BUY	$18.44 - $22.01 $704,832 - $841,288	38,223 New	38,223 $735,000

101

2.16M

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