Robertson Stephens Wealth Management, LLC Fidelity Covington Tr Msci Hea Transaction History

Robertson Stephens Wealth Management, LLC

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2022 Nov 14, 2022	SELL	$57.55 - $64.58 $11,682 - $13,109	-203 Reduced 0.66%	30,598 $1.76 Million
Q4 2021 Feb 14, 2022	BUY	$62.83 - $68.98 $48,693 - $53,459	775 Added 2.58%	30,801 $2.11 Million
Q3 2021 Nov 10, 2021	SELL	$63.8 - $68.47 $21,819 - $23,416	-342 Reduced 1.13%	30,026 $1.92 Million
Q3 2020 Nov 10, 2020	BUY	$50.19 - $54.1 $27,353 - $29,484	545 Added 1.83%	30,368 $1.6 Million
Q2 2020 Aug 12, 2020	BUY	$41.21 - $51.19 $285,791 - $355,002	6,935 Added 30.3%	29,823 $1.48 Million
Q4 2018 Feb 12, 2019	BUY	$38.8 - $46.93 $888,054 - $1.07 Million	22,888 New	22,888 $953,000

337

14.7M

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