Robertson Stephens Wealth Management, LLC Blackrock Short Maturity Bond Transaction History

Robertson Stephens Wealth Management, LLC

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2021 Aug 17, 2021	SELL	$50.15 - $50.21 $312,183 - $312,557	-6,225 Closed	0 $0
Q1 2021 May 07, 2021	SELL	$50.15 - $50.25 $64,843 - $64,973	-1,293 Reduced 17.2%	6,225 $312,000
Q4 2020 Feb 10, 2021	SELL	$50.09 - $50.18 $292,725 - $293,251	-5,844 Reduced 43.74%	7,518 $377,000
Q3 2020 Nov 10, 2020	SELL	$49.97 - $50.15 $650,209 - $652,551	-13,012 Reduced 49.34%	13,362 $669,000
Q2 2020 Aug 12, 2020	BUY	$48.5 - $50.01 $613,670 - $632,776	12,653 Added 92.22%	26,374 $1.32 Million
Q1 2020 May 01, 2020	BUY	$45.53 - $50.41 $624,717 - $691,675	13,721 New	13,721 $665,000

347

38.7M

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