Laird Norton Wetherby Trust Company’s iShares Core S&P 500 ETF IVV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
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|
2023
Q3 | $5.83M | Buy |
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|
2023
Q2 | $5.38M | Sell |
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|
2023
Q1 | $4.99M | Sell |
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|
2022
Q4 | $4.71M | Buy |
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|
2022
Q3 | $4.36M | Hold |
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|
2022
Q2 | $4.61M | Buy |
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|
2022
Q1 | $5.42M | Sell |
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|
2021
Q4 | $5.75M | Buy |
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|
2021
Q3 | $4.02M | Buy |
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|
2021
Q2 | $4.01M | Buy |
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|
2021
Q1 | $2.8M | Sell |
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|
2020
Q4 | $3.02M | Buy |
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