Robertson Stephens Wealth Management, LLC Schwab Strategic Tr Us Emergin Transaction History

Robertson Stephens Wealth Management, LLC

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2022 May 16, 2022	SELL	$25.61 - $30.82 $296,384 - $356,679	-11,573 Closed	0 $0
Q4 2021 Feb 14, 2022	SELL	$28.68 - $31.96 $111,565 - $124,324	-3,890 Reduced 25.16%	11,573 $342,000
Q3 2021 Nov 10, 2021	SELL	$29.81 - $32.7 $280,035 - $307,183	-9,394 Reduced 37.79%	15,463 $471,000
Q2 2021 Aug 17, 2021	BUY	$31.06 - $33.61 $58,485 - $63,287	1,883 Added 8.2%	24,857 $817,000
Q1 2021 May 07, 2021	BUY	$30.78 - $34.63 $173,845 - $195,590	5,648 Added 32.6%	22,974 $730,000
Q4 2020 Feb 10, 2021	BUY	$26.72 - $30.68 $64,288 - $73,816	2,406 Added 16.13%	17,326 $531,000
Q3 2020 Nov 10, 2020	BUY	$24.69 - $27.71 $44,516 - $49,961	1,803 Added 13.75%	14,920 $399,000
Q2 2020 Aug 12, 2020	SELL	$19.87 - $25.05 $200,309 - $252,529	-10,081 Reduced 43.46%	13,117 $319,000
Q1 2020 May 01, 2020	BUY	$18.68 - $28.22 $433,338 - $654,647	23,198 New	23,198 $480,000

778

141M

28.1K

200

Get notified when there are updates to the investment portfolio of Robertson Stephens Wealth Management, LLC, based on Form 13F filings with the SEC.

Stay updated on Robertson Stephens Wealth Management, LLC with notifications on news.