Robertson Stephens Wealth Management, LLC Ssga Active Trust Transaction History

Robertson Stephens Wealth Management, LLC

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2023 Nov 13, 2023	SELL	$41.52 - $42.12 $19,348 - $19,627	-466 Reduced 7.87%	5,454 $228,000
Q2 2023 Aug 11, 2023	SELL	$40.84 - $41.87 $16,213 - $16,622	-397 Reduced 6.28%	5,920 $247,000
Q1 2023 May 11, 2023	SELL	$40.7 - $42.14 $220,594 - $228,398	-5,420 Reduced 46.18%	6,317 $261,000
Q4 2022 Feb 14, 2023	SELL	$40.74 - $41.61 $649,477 - $663,346	-15,942 Reduced 57.6%	11,737 $480,000
Q3 2022 Nov 14, 2022	SELL	$40.87 - $43.45 $10.4 Million - $11.1 Million	-255,523 Reduced 90.23%	27,679 $1.13 Million
Q2 2022 Aug 12, 2022	BUY	$41.64 - $45.06 $1.3 Million - $1.4 Million	31,114 Added 12.34%	283,202 $11.8 Million
Q1 2022 May 16, 2022	BUY	$43.97 - $45.84 $11.1 Million - $11.6 Million	252,088 New	252,088 $11.3 Million

545

118M

68.4K

60.6K

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