Robertson Stephens Wealth Management, LLC Alps ETF Tr Alerian Mlp ETF Transaction History

Robertson Stephens Wealth Management, LLC

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2021 Feb 14, 2022	SELL	$30.56 - $37.19 $418,152 - $508,870	-13,683 Closed	0 $0
Q3 2021 Nov 10, 2021	SELL	$31.16 - $36.97 $116,600 - $138,341	-3,742 Reduced 21.47%	13,683 $456,000
Q2 2021 Aug 17, 2021	SELL	$30.93 - $38.73 $16,300 - $20,410	-527 Reduced 2.94%	17,425 $634,000
Q1 2021 May 07, 2021	BUY	$25.44 - $32.42 $70,621 - $89,997	2,776 Added 18.29%	17,952 $547,000
Q4 2020 Feb 10, 2021	BUY	$19.83 - $28.37 $44,419 - $63,548	2,240 Added 17.32%	15,176 $389,000
Q3 2020 Nov 10, 2020	SELL	$19.5 - $25.98 $19 - $25	-1 Reduced 0.01%	12,936 $258,000
Q2 2020 Aug 12, 2020	BUY	$16.95 - $31.7 $219,282 - $410,102	12,937 New	12,937 $319,000

762

96.5M

329K

456K

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