Laird Norton Wetherby Wealth Management’s Allspring Global Dividend Opportunity Fund EOD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $415K | Buy |
+77,010
| New | +$415K | 0.02% | 629 |
|
|
2024
Q4 | $190K | Hold |
38,204
| – | – | 0.01% | 847 |
|
|
2024
Q3 | $191K | Hold |
38,204
| – | – | 0.01% | 876 |
|
|
2024
Q2 | $186K | Hold |
38,204
| – | – | 0.01% | 853 |
|
|
2024
Q1 | $183K | Buy |
+38,204
| New | +$183K | 0.01% | 889 |
|
|
2022
Q4 | – | Sell |
-15,771
| Closed | -$65K | – | 903 |
|
|
2022
Q3 | $65K | Sell |
15,771
-15,771
| -50% | -$65K | ﹤0.01% | 858 |
|
|
2022
Q2 | $138K | Buy |
31,542
+15,771
| +100% | +$69K | 0.01% | 850 |
|
|
2022
Q1 | $84K | Buy |
15,771
+1,000
| +7% | +$5.33K | ﹤0.01% | 897 |
|
|
2021
Q4 | $87K | Hold |
14,771
| – | – | ﹤0.01% | 899 |
|
|
2021
Q3 | $82K | Hold |
14,771
| – | – | 0.01% | 890 |
|
|
2021
Q2 | $85K | Buy |
+14,771
| New | +$85K | 0.01% | 895 |
|
|
2021
Q1 | – | Sell |
-14,771
| Closed | -$72K | – | 807 |
|
|
2020
Q4 | $72K | Buy |
+14,771
| New | +$72K | ﹤0.01% | 859 |
|