LNWWM
OUBS
Laird Norton Wetherby Wealth Management’s USB AG (NEW) OUBS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q1 | – | Sell |
-35,423
| Closed | -$585K | – | 483 |
|
|
2014
Q4 | $585K | Sell |
35,423
-3,091
| -8% | -$51K | 0.15% | 157 |
|
|
2014
Q3 | $669K | Buy |
38,514
+3,660
| +11% | +$63.6K | 0.19% | 130 |
|
|
2014
Q2 | $639K | Sell |
34,854
-3,369
| -9% | -$61.8K | 0.18% | 139 |
|
|
2014
Q1 | $792K | Buy |
38,223
+1,568
| +4% | +$32.5K | 0.23% | 100 |
|
|
2013
Q4 | $706K | Sell |
36,655
-1,421
| -4% | -$27.4K | 0.2% | 123 |
|
|
2013
Q3 | $782K | Buy |
38,076
+7,092
| +23% | +$146K | 0.24% | 97 |
|
|
2013
Q2 | $525K | Buy |
+30,984
| New | +$525K | 0.18% | 129 |
|