RSWM
Robertson Stephens Wealth Management’s Arch Capital ACGL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-2,683
| Closed | -$300K | – | 555 |
|
|
2024
Q3 | $300K | Buy |
+2,683
| New | +$300K | 0.01% | 522 |
|
|
2024
Q2 | – | Sell |
-4,331
| Closed | -$400K | – | 488 |
|
|
2024
Q1 | $400K | Buy |
4,331
+270
| +7% | +$25K | 0.02% | 381 |
|
|
2023
Q4 | $302K | Buy |
4,061
+555
| +16% | +$41.2K | 0.02% | 381 |
|
|
2023
Q3 | $279K | Buy |
+3,506
| New | +$279K | 0.02% | 389 |
|