ROBERTSON STEPHENS WEALTH MANAGEMENT, LLC – Transaction History
ROBERTSON STEPHENS WEALTH MANAGEMENT, LLC portfolio value:
381,000
portfolio value
ROBERTSON STEPHENS WEALTH MANAGEMENT, LLC quarter portfolio value change:
-5.54%
quarter
13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Decrease | -3.94% | -285 shares | -39K | 6.94K | |
| Q2 2022 | share | Decrease | -64.79% | -13.29K shares | -839K | 7.22K | |
| Q1 2022 | share | Decrease | -12.89% | -3.03K shares | 94K | 20.52K | |
| Q4 2021 | share | Increase | 0.00% | 23.55K shares | 1.16M | 23.55K |