LNWWM
Laird Norton Wetherby Wealth Management’s iShares Biotechnology ETF IBB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-8,440
| Closed | -$993K | – | 893 |
|
|
2022
Q2 | $993K | Buy |
8,440
+3,700
| +78% | +$435K | 0.07% | 297 |
|
|
2022
Q1 | $618K | Buy |
4,740
+780
| +20% | +$102K | 0.04% | 443 |
|
|
2021
Q4 | $605K | Buy |
3,960
+1,000
| +34% | +$153K | 0.03% | 453 |
|
|
2021
Q3 | $478K | Hold |
2,960
| – | – | 0.03% | 517 |
|
|
2021
Q2 | $484K | Buy |
+2,960
| New | +$484K | 0.03% | 519 |
|
|
2021
Q1 | – | Sell |
-2,960
| Closed | -$448K | – | 827 |
|
|
2020
Q4 | $448K | Buy |
+2,960
| New | +$448K | 0.03% | 491 |
|
|
2018
Q1 | – | Sell |
-600
| Closed | -$64K | – | 658 |
|
|
2017
Q4 | $64K | Buy |
600
+400
| +200% | – | 0.01% | 640 |
|
|
2017
Q3 | $67K | Buy |
+200
| New | +$67K | 0.01% | 613 |
|