Robertson Stephens Wealth Management, LLC Schwab Strategic Tr Us Emergin Transaction History

Robertson Stephens Wealth Management, LLC

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2022 May 16, 2022	SELL	$25.61 - $30.82 $296,384 - $356,679	-11,573 Closed	0 $0
Q4 2021 Feb 14, 2022	SELL	$28.68 - $31.96 $111,565 - $124,324	-3,890 Reduced 25.16%	11,573 $342,000
Q3 2021 Nov 10, 2021	SELL	$29.81 - $32.7 $280,035 - $307,183	-9,394 Reduced 37.79%	15,463 $471,000
Q2 2021 Aug 17, 2021	BUY	$31.06 - $33.61 $58,485 - $63,287	1,883 Added 8.2%	24,857 $817,000
Q1 2021 May 07, 2021	BUY	$30.78 - $34.63 $173,845 - $195,590	5,648 Added 32.6%	22,974 $730,000
Q4 2020 Feb 10, 2021	BUY	$26.72 - $30.68 $64,288 - $73,816	2,406 Added 16.13%	17,326 $531,000
Q3 2020 Nov 10, 2020	BUY	$24.69 - $27.71 $44,516 - $49,961	1,803 Added 13.75%	14,920 $399,000
Q2 2020 Aug 12, 2020	SELL	$19.87 - $25.05 $200,309 - $252,529	-10,081 Reduced 43.46%	13,117 $319,000
Q1 2020 May 01, 2020	BUY	$18.68 - $28.22 $433,338 - $654,647	23,198 New	23,198 $480,000

780

141M

28.1K

200

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