ROBERTSON STEPHENS WEALTH MANAGEMENT, LLC – Discover Financial Services Transaction History
ROBERTSON STEPHENS WEALTH MANAGEMENT, LLC portfolio value:
$3.28M
portfolio value
ROBERTSON STEPHENS WEALTH MANAGEMENT, LLC quarter portfolio value change:
-3.87%
quarter
Discover Financial Services 13F transactions
Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
---|---|---|---|---|---|---|---|
Q3 2022 | share | Decrease | -0.89% | -326 shares | -163K | $90.92 | 36.13K |
Q2 2022 | share | Decrease | -1.66% | -614 shares | -637K | $94.58 | 36.46K |
Q1 2022 | share | Increase | +1.00% | 367 shares | -157K | $110.19 | 37.07K |
Q4 2021 | share | Increase | 0.00% | 36.71K shares | 4.24M | $115.83 | 36.71K |