Laird Norton Wetherby Wealth Management’s abrdn Total Dynamic Dividend Fund AOD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $180K | Buy |
+20,278
| New | +$180K | 0.01% | 893 |
|
|
2024
Q4 | $171K | Hold |
20,278
| – | – | 0.01% | 859 |
|
|
2024
Q3 | $185K | Hold |
20,278
| – | – | 0.01% | 882 |
|
|
2024
Q2 | $171K | Hold |
20,278
| – | – | 0.01% | 863 |
|
|
2024
Q1 | $168K | Buy |
+20,278
| New | +$168K | 0.01% | 901 |
|
|
2022
Q4 | – | Sell |
-18,506
| Closed | -$132K | – | 890 |
|
|
2022
Q3 | $132K | Buy |
18,506
+1,066
| +6% | +$7.6K | 0.01% | 828 |
|
|
2022
Q2 | $140K | Buy |
+17,440
| New | +$140K | 0.01% | 843 |
|