LNWWM
Laird Norton Wetherby Wealth Management’s BlackRock MuniYield Quality Fund III MYI Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q4 | – | Sell |
-10,230
| Closed | -$107K | – | 922 |
|
2022
Q3 | $107K | Hold |
10,230
| – | – | 0.01% | 842 |
|
2022
Q2 | $119K | Hold |
10,230
| – | – | 0.01% | 862 |
|
2022
Q1 | $128K | Buy |
+10,230
| New | +$128K | 0.01% | 881 |
|
2019
Q1 | – | Sell |
-13,008
| Closed | -$157K | – | 670 |
|
2018
Q4 | $157K | Buy |
13,008
+368
| +3% | +$4.44K | 0.02% | 597 |
|
2018
Q3 | $153K | Hold |
12,640
| – | – | 0.02% | 638 |
|
2018
Q2 | $159K | Buy |
12,640
+502
| +4% | +$6.32K | 0.02% | 612 |
|
2018
Q1 | $153K | Buy |
+12,138
| New | +$153K | 0.02% | 619 |
|