RSWM
Robertson Stephens Wealth Management’s International Money Express IMXI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-57,323
| Closed | -$1.19M | – | 626 |
|
|
2024
Q2 | $1.19M | Sell |
57,323
-35,793
| -38% | -$746K | 0.06% | 200 |
|
|
2024
Q1 | $2.13M | Buy |
93,116
+11,771
| +14% | +$269K | 0.11% | 147 |
|
|
2023
Q4 | $1.8M | Buy |
81,345
+120
| +0.1% | +$2.65K | 0.11% | 153 |
|
|
2023
Q3 | $1.38M | Buy |
81,225
+7,002
| +9% | +$119K | 0.09% | 168 |
|
|
2023
Q2 | $1.82M | Buy |
74,223
+623
| +0.8% | +$15.3K | 0.13% | 137 |
|
|
2023
Q1 | $1.9M | Buy |
73,600
+5,188
| +8% | +$134K | 0.15% | 127 |
|
|
2022
Q4 | $1.67M | Buy |
68,412
+1,805
| +3% | +$44K | 0.16% | 127 |
|
|
2022
Q3 | $1.52M | Buy |
66,607
+4,997
| +8% | +$114K | 0.16% | 113 |
|
|
2022
Q2 | $1.26M | Sell |
61,610
-5,871
| -9% | -$120K | 0.12% | 139 |
|
|
2022
Q1 | $1.39M | Buy |
67,481
+19,644
| +41% | +$405K | 0.12% | 147 |
|
|
2021
Q4 | $763K | Buy |
47,837
+7,863
| +20% | +$125K | 0.06% | 208 |
|
|
2021
Q3 | $667K | Buy |
39,974
+9,693
| +32% | +$162K | 0.08% | 167 |
|
|
2021
Q2 | $449K | Buy |
+30,281
| New | +$449K | 0.05% | 217 |
|