LNWTC
Laird Norton Wetherby Trust Company’s Phillips Edison & Co PECO Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q4 | – | Sell |
-6,800
| Closed | -$229K | – | 134 |
|
2023
Q3 | $229K | Hold |
6,800
| – | – | 0.03% | 105 |
|
2023
Q2 | $232K | Hold |
6,800
| – | – | 0.03% | 101 |
|
2023
Q1 | $222K | Hold |
6,800
| – | – | 0.03% | 105 |
|
2022
Q4 | $217K | Buy |
+6,800
| New | +$217K | 0.03% | 104 |
|
2022
Q3 | – | Sell |
-6,800
| Closed | -$227K | – | 108 |
|
2022
Q2 | $227K | Hold |
6,800
| – | – | 0.03% | 106 |
|
2022
Q1 | $233K | Buy |
+6,800
| New | +$233K | 0.02% | 172 |
|