RSWM
Robertson Stephens Wealth Management’s Stereotaxis STXS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-15,000
| Closed | -$23.7K | – | 475 |
|
|
2023
Q3 | $23.7K | Sell |
15,000
-5,000
| -25% | -$7.9K | ﹤0.01% | 437 |
|
|
2023
Q2 | $30.6K | Hold |
20,000
| – | – | ﹤0.01% | 412 |
|
|
2023
Q1 | $40.8K | Hold |
20,000
| – | – | ﹤0.01% | 433 |
|
|
2022
Q4 | $41.4K | Sell |
20,000
-5,000
| -20% | -$10.4K | ﹤0.01% | 398 |
|
|
2022
Q3 | $45K | Buy |
+25,000
| New | +$45K | ﹤0.01% | 352 |
|