RSWM
Robertson Stephens Wealth Management’s Petrobras PBR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-17,006
| Closed | -$252K | – | 618 |
|
|
2024
Q3 | $252K | Buy |
+17,006
| New | +$252K | 0.01% | 546 |
|
|
2024
Q2 | – | Sell |
-25,550
| Closed | -$389K | – | 520 |
|
|
2024
Q1 | $389K | Hold |
25,550
| – | – | 0.02% | 384 |
|
|
2023
Q4 | $428K | Hold |
25,550
| – | – | 0.03% | 337 |
|
|
2023
Q3 | $395K | Hold |
25,550
| – | – | 0.03% | 344 |
|
|
2023
Q2 | $373K | Sell |
25,550
-1,500
| -6% | -$21.9K | 0.03% | 322 |
|
|
2023
Q1 | $282K | Sell |
27,050
-16,450
| -38% | -$172K | 0.02% | 374 |
|
|
2022
Q4 | $475K | Buy |
+43,500
| New | +$475K | 0.05% | 266 |
|