Laird Norton Wetherby Wealth Management’s AAM S& P Developed Markets High Dividend Value ETF DMDV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-10,000
| Closed | -$242K | – | 955 |
|
|
2024
Q3 | $242K | Hold |
10,000
| – | – | 0.01% | 803 |
|
|
2024
Q2 | $220K | Hold |
10,000
| – | – | 0.01% | 812 |
|
|
2024
Q1 | $227K | Hold |
10,000
| – | – | 0.01% | 839 |
|
|
2023
Q4 | $227K | Hold |
10,000
| – | – | 0.01% | 815 |
|
|
2023
Q3 | $210K | Hold |
10,000
| – | – | 0.01% | 805 |
|
|
2023
Q2 | $219K | Hold |
10,000
| – | – | 0.01% | 810 |
|
|
2023
Q1 | $218K | Hold |
10,000
| – | – | 0.01% | 797 |
|
|
2022
Q4 | $206K | Sell |
10,000
-10,000
| -50% | -$206K | 0.01% | 788 |
|
|
2022
Q3 | $348K | Sell |
20,000
-10,000
| -33% | -$174K | 0.02% | 605 |
|
|
2022
Q2 | $626K | Buy |
30,000
+15,000
| +100% | +$313K | 0.04% | 423 |
|
|
2022
Q1 | $351K | Hold |
15,000
| – | – | 0.02% | 657 |
|
|
2021
Q4 | $353K | Hold |
15,000
| – | – | 0.02% | 645 |
|
|
2021
Q3 | $356K | Hold |
15,000
| – | – | 0.02% | 624 |
|
|
2021
Q2 | $375K | Buy |
+15,000
| New | +$375K | 0.02% | 619 |
|
|
2021
Q1 | – | Sell |
-15,000
| Closed | -$335K | – | 889 |
|
|
2020
Q4 | $335K | Buy |
+15,000
| New | +$335K | 0.02% | 608 |
|