ROBERTSON STEPHENS WEALTH MANAGEMENT, LLC – Transaction History
ROBERTSON STEPHENS WEALTH MANAGEMENT, LLC portfolio value:
$2.50M
portfolio value
ROBERTSON STEPHENS WEALTH MANAGEMENT, LLC quarter portfolio value change:
-4.74%
quarter
13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | 0.00% | 0 shares | -124K | $38.82 | 64.44K | |
| Q2 2022 | share | 0.00% | 0 shares | -533K | $40.75 | 64.44K | |
| Q1 2022 | share | 0.00% | 0 shares | -173K | $49.02 | 64.44K | |
| Q4 2021 | share | Decrease | -1.46% | -954 shares | 247K | $51.85 | 64.44K |
| Q3 2021 | share | Decrease | -0.17% | -110 shares | -2K | $47.16 | 65.39K |
| Q2 2021 | share | Increase | 0.00% | 65.50K shares | 3.08M | $46.99 | 65.50K |