LNWWM
Laird Norton Wetherby Wealth Management’s Pembina Pipeline PBA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $250K | Buy |
+6,656
| New | +$250K | 0.01% | 797 |
|
|
2024
Q4 | – | Sell |
-5,452
| Closed | -$225K | – | 933 |
|
|
2024
Q3 | $225K | Buy |
+5,452
| New | +$225K | 0.01% | 826 |
|
|
2024
Q2 | – | Sell |
-6,629
| Closed | -$234K | – | 948 |
|
|
2024
Q1 | $234K | Buy |
6,629
+64
| +1% | +$2.26K | 0.01% | 821 |
|
|
2023
Q4 | $226K | Buy |
+6,565
| New | +$226K | 0.01% | 817 |
|
|
2023
Q3 | – | Sell |
-7,558
| Closed | -$238K | – | 935 |
|
|
2023
Q2 | $238K | Buy |
+7,558
| New | +$238K | 0.01% | 785 |
|