LNWTC
Laird Norton Wetherby Trust Company’s iShares Russell 2000 ETF IWM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-8,297
| Closed | -$1.47M | – | 124 |
|
|
2023
Q3 | $1.47M | Buy |
8,297
+844
| +11% | +$150K | 0.19% | 32 |
|
|
2023
Q2 | $1.4M | Sell |
7,453
-272
| -4% | -$50.9K | 0.16% | 35 |
|
|
2023
Q1 | $1.38M | Buy |
7,725
+917
| +13% | +$164K | 0.17% | 35 |
|
|
2022
Q4 | $1.19M | Buy |
6,808
+688
| +11% | +$120K | 0.17% | 36 |
|
|
2022
Q3 | $1.01M | Sell |
6,120
-1,152
| -16% | -$190K | 0.23% | 32 |
|
|
2022
Q2 | $1.23M | Sell |
7,272
-1,797
| -20% | -$304K | 0.16% | 34 |
|
|
2022
Q1 | $1.86M | Sell |
9,069
-1,484
| -14% | -$305K | 0.17% | 46 |
|
|
2021
Q4 | $2.35M | Buy |
10,553
+404
| +4% | +$89.9K | 0.22% | 38 |
|
|
2021
Q3 | $2.22M | Buy |
10,149
+450
| +5% | +$98.4K | 0.23% | 35 |
|
|
2021
Q2 | $2.22M | Sell |
9,699
-1,882
| -16% | -$432K | 0.23% | 36 |
|
|
2021
Q1 | $2.3M | Buy |
11,581
+695
| +6% | +$138K | 0.25% | 35 |
|
|
2020
Q4 | $2.13M | Buy |
+10,886
| New | +$2.13M | 0.24% | 36 |
|