Laird Norton Wetherby Wealth Management’s Box BOX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q2 | – | Sell |
-28,802
| Closed | -$592K | – | 646 |
|
|
2018
Q1 | $592K | Hold |
28,802
| – | – | 0.08% | 293 |
|
|
2017
Q4 | $608K | Sell |
28,802
-17,536
| -38% | -$370K | 0.08% | 294 |
|
|
2017
Q3 | $895K | Buy |
+46,338
| New | +$895K | 0.13% | 182 |
|
|
2017
Q2 | – | Sell |
-13,280
| Closed | -$217K | – | 569 |
|
|
2017
Q1 | $217K | Sell |
13,280
-15,586
| -54% | -$255K | 0.04% | 504 |
|
|
2016
Q4 | $400K | Sell |
28,866
-39,387
| -58% | -$546K | 0.08% | 321 |
|
|
2016
Q3 | $1.08M | Sell |
68,253
-10,187
| -13% | -$161K | 0.22% | 102 |
|
|
2016
Q2 | $811K | Sell |
78,440
-32,045
| -29% | -$331K | 0.18% | 125 |
|
|
2016
Q1 | $1.36M | Sell |
110,485
-25,468
| -19% | -$312K | 0.32% | 64 |
|
|
2015
Q4 | $1.9M | Sell |
135,953
-35,366
| -21% | -$494K | 0.46% | 49 |
|
|
2015
Q3 | $2.16M | Buy |
+171,319
| New | +$2.16M | 0.55% | 35 |
|