LNWTC
Laird Norton Wetherby Trust Company’s United Parcel Service UPS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-1,576
| Closed | -$306K | – | 121 |
|
|
2023
Q1 | $306K | Hold |
1,576
| – | – | 0.04% | 84 |
|
|
2022
Q4 | $274K | Buy |
+1,576
| New | +$274K | 0.04% | 87 |
|
|
2022
Q3 | – | Sell |
-1,595
| Closed | -$291K | – | 119 |
|
|
2022
Q2 | $291K | Sell |
1,595
-431
| -21% | -$78.6K | 0.04% | 92 |
|
|
2022
Q1 | $434K | Sell |
2,026
-5
| -0.2% | -$1.07K | 0.04% | 118 |
|
|
2021
Q4 | $435K | Buy |
2,031
+222
| +12% | +$47.5K | 0.04% | 119 |
|
|
2021
Q3 | $329K | Buy |
1,809
+78
| +5% | +$14.2K | 0.03% | 128 |
|
|
2021
Q2 | $359K | Buy |
1,731
+3
| +0.2% | +$622 | 0.04% | 112 |
|
|
2021
Q1 | $290K | Sell |
1,728
-5
| -0.3% | -$839 | 0.03% | 121 |
|
|
2020
Q4 | $291K | Buy |
+1,733
| New | +$291K | 0.03% | 122 |
|