Laird Norton Wetherby Wealth Management’s Polaris PII Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-2,472
| Closed | -$206K | – | 935 |
|
|
2024
Q3 | $206K | Buy |
+2,472
| New | +$206K | 0.01% | 867 |
|
|
2024
Q2 | – | Sell |
-2,493
| Closed | -$250K | – | 949 |
|
|
2024
Q1 | $250K | Sell |
2,493
-2
| -0.1% | -$200 | 0.01% | 796 |
|
|
2023
Q4 | $236K | Sell |
2,495
-122
| -5% | -$11.6K | 0.01% | 804 |
|
|
2023
Q3 | $273K | Hold |
2,617
| – | – | 0.02% | 713 |
|
|
2023
Q2 | $316K | Sell |
2,617
-665
| -20% | -$80.4K | 0.02% | 694 |
|
|
2023
Q1 | $363K | Sell |
3,282
-30
| -0.9% | -$3.32K | 0.02% | 639 |
|
|
2022
Q4 | $335K | Sell |
3,312
-361
| -10% | -$36.5K | 0.02% | 644 |
|
|
2022
Q3 | $351K | Sell |
3,673
-213
| -5% | -$20.4K | 0.02% | 601 |
|
|
2022
Q2 | $386K | Buy |
3,886
+463
| +14% | +$46K | 0.03% | 588 |
|
|
2022
Q1 | $361K | Buy |
3,423
+54
| +2% | +$5.7K | 0.02% | 636 |
|
|
2021
Q4 | $370K | Hold |
3,369
| – | – | 0.02% | 630 |
|
|
2021
Q3 | $403K | Sell |
3,369
-5
| -0.1% | -$598 | 0.02% | 573 |
|
|
2021
Q2 | $462K | Buy |
3,374
+5
| +0.1% | +$685 | 0.03% | 535 |
|
|
2021
Q1 | $450K | Sell |
3,369
-410
| -11% | -$54.8K | 0.03% | 471 |
|
|
2020
Q4 | $360K | Hold |
3,779
| – | – | 0.02% | 579 |
|
|
2020
Q3 | $357K | Hold |
3,779
| – | – | 0.03% | 473 |
|
|
2020
Q2 | $350K | Buy |
+3,779
| New | +$350K | 0.03% | 457 |
|
|
2020
Q1 | – | Sell |
-3,702
| Closed | -$376K | – | 733 |
|
|
2019
Q4 | $376K | Hold |
3,702
| – | – | 0.04% | 474 |
|
|
2019
Q3 | $326K | Sell |
3,702
-9
| -0.2% | -$793 | 0.03% | 516 |
|
|
2019
Q2 | $339K | Sell |
3,711
-111
| -3% | -$10.1K | 0.04% | 495 |
|
|
2019
Q1 | $323K | Hold |
3,822
| – | – | 0.04% | 486 |
|
|
2018
Q4 | $293K | Sell |
3,822
-315
| -8% | -$24.1K | 0.04% | 472 |
|
|
2018
Q3 | $418K | Hold |
4,137
| – | – | 0.05% | 407 |
|
|
2018
Q2 | $505K | Sell |
4,137
-224
| -5% | -$27.3K | 0.07% | 336 |
|
|
2018
Q1 | $499K | Sell |
4,361
-2
| -0% | -$229 | 0.07% | 348 |
|
|
2017
Q4 | $541K | Sell |
4,363
-331
| -7% | -$41K | 0.08% | 330 |
|
|
2017
Q3 | $491K | Sell |
4,694
-166
| -3% | -$17.4K | 0.07% | 333 |
|
|
2017
Q2 | $448K | Sell |
4,860
-42
| -0.9% | -$3.87K | 0.08% | 323 |
|
|
2017
Q1 | $411K | Buy |
4,902
+244
| +5% | +$20.5K | 0.07% | 338 |
|
|
2016
Q4 | $384K | Sell |
4,658
-12
| -0.3% | -$989 | 0.08% | 337 |
|
|
2016
Q3 | $362K | Sell |
4,670
-70
| -1% | -$5.43K | 0.07% | 327 |
|
|
2016
Q2 | $388K | Sell |
4,740
-111
| -2% | -$9.09K | 0.09% | 288 |
|
|
2016
Q1 | $478K | Buy |
4,851
+226
| +5% | +$22.3K | 0.11% | 219 |
|
|
2015
Q4 | $398K | Sell |
4,625
-5
| -0.1% | -$430 | 0.1% | 245 |
|
|
2015
Q3 | $555K | Buy |
4,630
+131
| +3% | +$15.7K | 0.14% | 177 |
|
|
2015
Q2 | $666K | Buy |
4,499
+22
| +0.5% | +$3.26K | 0.16% | 148 |
|
|
2015
Q1 | $632K | Sell |
4,477
-192
| -4% | -$27.1K | 0.15% | 152 |
|
|
2014
Q4 | $706K | Sell |
4,669
-7
| -0.1% | -$1.06K | 0.18% | 123 |
|
|
2014
Q3 | $700K | Buy |
4,676
+14
| +0.3% | +$2.1K | 0.2% | 125 |
|
|
2014
Q2 | $607K | Hold |
4,662
| – | – | 0.17% | 146 |
|
|
2014
Q1 | $651K | Sell |
4,662
-172
| -4% | -$24K | 0.19% | 137 |
|
|
2013
Q4 | $704K | Hold |
4,834
| – | – | 0.2% | 124 |
|
|
2013
Q3 | $624K | Hold |
4,834
| – | – | 0.19% | 125 |
|
|
2013
Q2 | $459K | Buy |
+4,834
| New | +$459K | 0.16% | 147 |
|