Robertson Stephens Wealth Management, LLC Schwab Short Term Us Treasury Transaction History

Robertson Stephens Wealth Management, LLC

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2021 Feb 14, 2022	SELL	$50.83 - $51.21 $244,034 - $245,859	-4,801 Closed	0 $0
Q3 2021 Nov 10, 2021	SELL	$51.18 - $51.3 $40,944 - $41,040	-800 Reduced 14.28%	4,801 $245,000
Q2 2021 Aug 17, 2021	BUY	$51.19 - $51.33 $15,357 - $15,399	300 Added 5.66%	5,601 $286,000
Q1 2021 May 07, 2021	BUY	$51.27 - $51.41 $25,635 - $25,705	500 Added 10.41%	5,301 $271,000
Q4 2020 Feb 10, 2021	SELL	$51.37 - $51.48 $113,476 - $113,719	-2,209 Reduced 31.51%	4,801 $246,000
Q3 2020 Nov 10, 2020	SELL	$51.49 - $51.63 $145,150 - $145,544	-2,819 Reduced 28.68%	7,010 $361,000
Q2 2020 Aug 12, 2020	SELL	$51.53 - $51.71 $376,787 - $378,103	-7,312 Reduced 42.66%	9,829 $507,000
Q1 2020 May 01, 2020	BUY	$50.48 - $51.73 $865,277 - $886,703	17,141 New	17,141 $887,000

606

168M

42K

33.9K

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