Laird Norton Wetherby Wealth Management’s Kyocera Adr KYO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q2 | – | Sell |
-9,638
| Closed | -$546K | – | 672 |
|
|
2018
Q1 | $546K | Buy |
9,638
+395
| +4% | +$22.4K | 0.08% | 324 |
|
|
2017
Q4 | $605K | Buy |
9,243
+210
| +2% | +$13.7K | 0.08% | 298 |
|
|
2017
Q3 | $562K | Buy |
9,033
+710
| +9% | +$44.2K | 0.08% | 299 |
|
|
2017
Q2 | $485K | Buy |
8,323
+716
| +9% | +$41.7K | 0.08% | 306 |
|
|
2017
Q1 | $427K | Buy |
7,607
+911
| +14% | +$51.1K | 0.08% | 329 |
|
|
2016
Q4 | $333K | Buy |
6,696
+860
| +15% | +$42.8K | 0.07% | 383 |
|
|
2016
Q3 | $281K | Sell |
5,836
-48
| -0.8% | -$2.31K | 0.06% | 400 |
|
|
2016
Q2 | $281K | Buy |
5,884
+270
| +5% | +$12.9K | 0.06% | 371 |
|
|
2016
Q1 | $248K | Sell |
5,614
-1,090
| -16% | -$48.2K | 0.06% | 381 |
|
|
2015
Q4 | $309K | Sell |
6,704
-200
| -3% | -$9.22K | 0.07% | 312 |
|
|
2015
Q3 | $317K | Buy |
6,904
+1,740
| +34% | +$79.9K | 0.08% | 301 |
|
|
2015
Q2 | $269K | Buy |
5,164
+57
| +1% | +$2.97K | 0.06% | 358 |
|
|
2015
Q1 | $280K | Buy |
5,107
+65
| +1% | +$3.56K | 0.07% | 334 |
|
|
2014
Q4 | $231K | Sell |
5,042
-215
| -4% | -$9.85K | 0.06% | 379 |
|
|
2014
Q3 | $245K | Buy |
5,257
+605
| +13% | +$28.2K | 0.07% | 345 |
|
|
2014
Q2 | $222K | Buy |
4,652
+96
| +2% | +$4.58K | 0.06% | 376 |
|
|
2014
Q1 | $206K | Sell |
4,556
-500
| -10% | -$22.6K | 0.06% | 390 |
|
|
2013
Q4 | $253K | Sell |
5,056
-4
| -0.1% | -$200 | 0.07% | 331 |
|
|
2013
Q3 | $270K | Buy |
5,060
+788
| +18% | +$42K | 0.08% | 302 |
|
|
2013
Q2 | $217K | Buy |
+4,272
| New | +$217K | 0.08% | 327 |
|