Laird Norton Wetherby Wealth Management’s Invesco IVZ Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q2	–	Sell	-9,468	Closed	-$218K	–	948
2022 Q1	$218K	Buy	+9,468	New	+$210K	0.01%	833
2018 Q2	–	Sell	-8,424	Closed	-$270K	–	654
2018 Q1	$270K	Sell	8,424 -192	-2%	-$6.62K	0.04%	505
2017 Q4	$315K	Buy	8,616 +257	+3%	+$9.3K	0.04%	461
2017 Q3	$293K	Sell	8,359 -13	-0.2%	-$444	0.04%	463
2017 Q2	$294K	Buy	8,372 +1,280	+18%	+$41.7K	0.05%	438
2017 Q1	$217K	Sell	7,092 -2,363	-25%	-$73.9K	0.04%	505
2016 Q4	$287K	Sell	9,455 -2,074	-18%	-$63.8K	0.06%	416
2016 Q3	$361K	Buy	11,529 +3,126	+37%	+$91.8K	0.07%	329
2016 Q2	$214K	Sell	8,403 -502	-6%	-$14.9K	0.05%	445
2016 Q1	$274K	Buy	8,905 +475	+6%	+$13.7K	0.06%	353
2015 Q4	$282K	Buy	8,430 +1,117	+15%	+$36.6K	0.07%	336
2015 Q3	$228K	Buy	7,313 +147	+2%	+$5.23K	0.06%	389
2015 Q2	$269K	Buy	7,166 +178	+3%	+$7.13K	0.06%	357
2015 Q1	$277K	Buy	6,988 +630	+10%	+$24.6K	0.07%	338
2014 Q4	$251K	Buy	6,358 +22	+0.3%	+$867	0.06%	358
2014 Q3	$250K	Buy	6,336 +21	+0.3%	+$826	0.07%	337
2014 Q2	$239K	Sell	6,315 -419	-6%	-$15.2K	0.07%	352
2014 Q1	$249K	Sell	6,734 -273	-4%	-$9.46K	0.07%	338
2013 Q4	$255K	Buy	+7,007	New	+$238K	0.07%	327