Laird Norton Wetherby Wealth Management’s Invesco IVZ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-9,468
| Closed | -$218K | – | 931 |
|
|
2022
Q1 | $218K | Buy |
+9,468
| New | +$218K | 0.01% | 828 |
|
|
2018
Q2 | – | Sell |
-8,424
| Closed | -$270K | – | 654 |
|
|
2018
Q1 | $270K | Sell |
8,424
-192
| -2% | -$6.15K | 0.04% | 505 |
|
|
2017
Q4 | $315K | Buy |
8,616
+257
| +3% | +$9.4K | 0.04% | 461 |
|
|
2017
Q3 | $293K | Sell |
8,359
-13
| -0.2% | -$456 | 0.04% | 463 |
|
|
2017
Q2 | $294K | Buy |
8,372
+1,280
| +18% | +$45K | 0.05% | 438 |
|
|
2017
Q1 | $217K | Sell |
7,092
-2,363
| -25% | -$72.3K | 0.04% | 505 |
|
|
2016
Q4 | $287K | Sell |
9,455
-2,074
| -18% | -$63K | 0.06% | 416 |
|
|
2016
Q3 | $361K | Buy |
11,529
+3,126
| +37% | +$97.9K | 0.07% | 329 |
|
|
2016
Q2 | $214K | Sell |
8,403
-502
| -6% | -$12.8K | 0.05% | 445 |
|
|
2016
Q1 | $274K | Buy |
8,905
+475
| +6% | +$14.6K | 0.06% | 353 |
|
|
2015
Q4 | $282K | Buy |
8,430
+1,117
| +15% | +$37.4K | 0.07% | 336 |
|
|
2015
Q3 | $228K | Buy |
7,313
+147
| +2% | +$4.58K | 0.06% | 389 |
|
|
2015
Q2 | $269K | Buy |
7,166
+178
| +3% | +$6.68K | 0.06% | 357 |
|
|
2015
Q1 | $277K | Buy |
6,988
+630
| +10% | +$25K | 0.07% | 338 |
|
|
2014
Q4 | $251K | Buy |
6,358
+22
| +0.3% | +$869 | 0.06% | 358 |
|
|
2014
Q3 | $250K | Buy |
6,336
+21
| +0.3% | +$829 | 0.07% | 337 |
|
|
2014
Q2 | $239K | Sell |
6,315
-419
| -6% | -$15.9K | 0.07% | 352 |
|
|
2014
Q1 | $249K | Sell |
6,734
-273
| -4% | -$10.1K | 0.07% | 338 |
|
|
2013
Q4 | $255K | Buy |
+7,007
| New | +$255K | 0.07% | 327 |
|