Laird Norton Wetherby Wealth Management’s Aviva Plc AV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q4 | – | Sell |
-24,363
| Closed | -$280K | – | 558 |
|
|
2016
Q3 | $280K | Buy |
24,363
+3,972
| +19% | +$45.7K | 0.06% | 403 |
|
|
2016
Q2 | $218K | Buy |
20,391
+5,665
| +38% | +$60.6K | 0.05% | 442 |
|
|
2016
Q1 | $192K | Sell |
14,726
-3,966
| -21% | -$51.7K | 0.05% | 449 |
|
|
2015
Q4 | $284K | Buy |
18,692
+4,998
| +36% | +$75.9K | 0.07% | 334 |
|
|
2015
Q3 | $188K | Buy |
13,694
+1,498
| +12% | +$20.6K | 0.05% | 420 |
|
|
2015
Q2 | $190K | Buy |
12,196
+2,145
| +21% | +$33.4K | 0.05% | 433 |
|
|
2015
Q1 | $163K | Buy |
+10,051
| New | +$163K | 0.04% | 445 |
|
|
2014
Q4 | – | Sell |
-11,357
| Closed | -$192K | – | 475 |
|
|
2014
Q3 | $192K | Buy |
+11,357
| New | +$192K | 0.05% | 410 |
|