ROBERTSON STEPHENS WEALTH MANAGEMENT, LLC – iShares Select Dividend ETF Transaction History
ROBERTSON STEPHENS WEALTH MANAGEMENT, LLC portfolio value:
$794,000
portfolio value
ROBERTSON STEPHENS WEALTH MANAGEMENT, LLC quarter portfolio value change:
-8.88%
quarter
iShares Select Dividend ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +97.84% | 3.66K shares | 354K | $107.22 | 7.40K |
| Q2 2022 | share | Increase | +1.90% | 70 shares | -31K | $117.67 | 3.74K |
| Q1 2022 | share | Increase | +53.51% | 1.28K shares | 178K | $128.13 | 3.67K |
| Q4 2021 | share | Increase | 0.00% | 2.39K shares | 293K | $122.43 | 2.39K |
| Q2 2020 | share | Decrease | -100.00% | -2.97K shares | -219K | $77.08 | 0 |
| Q1 2020 | share | Increase | 0.00% | 2.97K shares | 219K | $69.55 | 2.97K |