Laird Norton Wetherby Wealth Management’s CA, Inc. CA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-6,230
| Closed | -$275K | – | 695 |
|
|
2018
Q3 | $275K | Sell |
6,230
-658
| -10% | -$29K | 0.03% | 520 |
|
|
2018
Q2 | $245K | Sell |
6,888
-335
| -5% | -$11.9K | 0.03% | 531 |
|
|
2018
Q1 | $245K | Buy |
7,223
+385
| +6% | +$13.1K | 0.03% | 538 |
|
|
2017
Q4 | $228K | Sell |
6,838
-110
| -2% | -$3.67K | 0.03% | 554 |
|
|
2017
Q3 | $232K | Buy |
6,948
+648
| +10% | +$21.6K | 0.03% | 521 |
|
|
2017
Q2 | $217K | Buy |
+6,300
| New | +$217K | 0.04% | 511 |
|
|
2017
Q1 | – | Sell |
-7,069
| Closed | -$225K | – | 578 |
|
|
2016
Q4 | $225K | Buy |
+7,069
| New | +$225K | 0.04% | 474 |
|