Robertson Stephens Wealth Management, LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History

Robertson Stephens Wealth Management, LLC

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2022 May 16, 2022	SELL	$35.69 - $43.02 $200,506 - $241,686	-5,618 Closed	0 $0
Q2 2021 Aug 17, 2021	SELL	$42.87 - $46.35 $3,986 - $4,310	-93 Reduced 1.63%	5,618 $255,000
Q4 2020 Feb 10, 2021	SELL	$36.44 - $42.49 $31,593 - $36,838	-867 Reduced 13.18%	5,711 $240,000
Q3 2020 Nov 10, 2020	BUY	$33.84 - $37.9 $222,599 - $249,306	6,578 New	6,578 $240,000

810

195M

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