LNWTC
Laird Norton Wetherby Trust Company’s Phillips 66 PSX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-10,117
| Closed | -$1.35M | – | 92 |
|
|
2023
Q4 | $1.35M | Buy |
+10,117
| New | +$1.35M | 0.16% | 48 |
|
|
2022
Q2 | – | Sell |
-15,287
| Closed | -$1.32M | – | 173 |
|
|
2022
Q1 | $1.32M | Sell |
15,287
-84
| -0.5% | -$7.25K | 0.12% | 59 |
|
|
2021
Q4 | $1.11M | Sell |
15,371
-1,665
| -10% | -$121K | 0.1% | 64 |
|
|
2021
Q3 | $1.19M | Buy |
+17,036
| New | +$1.19M | 0.12% | 59 |
|