Robertson Stephens Wealth Management, LLC Invesco Act Mge Et Cmdt Fd Tr Transaction History

Robertson Stephens Wealth Management, LLC

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2023 May 11, 2023	BUY	$13.58 - $15.17 $167,047 - $186,606	12,301 New	12,301 $174,000
Q3 2022 Nov 14, 2022	SELL	N/A	-3,874 Reduced 14.44%	22,945 $371,000
Q2 2022 Aug 12, 2022	BUY	N/A	1,281 Added 5.02%	26,819 $483,000
Q1 2022 May 16, 2022	SELL	N/A	-929 Reduced 3.51%	25,538 $450,000
Q4 2021 Feb 14, 2022	BUY	N/A	10,792 Added 68.85%	26,467 $372,000

Q3 2021 Nov 10, 2021	BUY	N/A	15,675 New	15,675 $329,000
Q1 2021 May 07, 2021	SELL	N/A	-10,751 Closed	0 $0
Q4 2020 Feb 10, 2021	BUY	N/A	10,751 New	10,751 $164,000

433

280M

101K

2.1K

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