Laird Norton Wetherby Wealth Management’s Shire pic SHPG Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2019
Q1 | – | Sell |
-6,038
| Closed | -$1.05M | – | 688 |
|
2018
Q4 | $1.05M | Sell |
6,038
-42
| -0.7% | -$7.31K | 0.15% | 149 |
|
2018
Q3 | $1.1M | Buy |
6,080
+337
| +6% | +$61.1K | 0.14% | 168 |
|
2018
Q2 | $969K | Buy |
5,743
+499
| +10% | +$84.2K | 0.13% | 176 |
|
2018
Q1 | $783K | Sell |
5,244
-173
| -3% | -$25.8K | 0.11% | 222 |
|
2017
Q4 | $840K | Buy |
5,417
+317
| +6% | +$49.2K | 0.12% | 207 |
|
2017
Q3 | $781K | Sell |
5,100
-1,014
| -17% | -$155K | 0.12% | 211 |
|
2017
Q2 | $1.01M | Sell |
6,114
-240
| -4% | -$39.6K | 0.17% | 140 |
|
2017
Q1 | $1.11M | Buy |
6,354
+523
| +9% | +$91.1K | 0.2% | 111 |
|
2016
Q4 | $994K | Sell |
5,831
-457
| -7% | -$77.9K | 0.19% | 111 |
|
2016
Q3 | $1.22M | Buy |
6,288
+1,520
| +32% | +$294K | 0.25% | 89 |
|
2016
Q2 | $878K | Buy |
4,768
+2,501
| +110% | +$461K | 0.19% | 116 |
|
2016
Q1 | $390K | Buy |
2,267
+214
| +10% | +$36.8K | 0.09% | 266 |
|
2015
Q4 | $421K | Sell |
2,053
-117
| -5% | -$24K | 0.1% | 236 |
|
2015
Q3 | $445K | Sell |
2,170
-717
| -25% | -$147K | 0.11% | 216 |
|
2015
Q2 | $697K | Sell |
2,887
-15
| -0.5% | -$3.62K | 0.17% | 138 |
|
2015
Q1 | $694K | Buy |
2,902
+900
| +45% | +$215K | 0.17% | 135 |
|
2014
Q4 | $426K | Sell |
2,002
-163
| -8% | -$34.7K | 0.11% | 218 |
|
2014
Q3 | $561K | Buy |
2,165
+102
| +5% | +$26.4K | 0.16% | 164 |
|
2014
Q2 | $486K | Buy |
2,063
+133
| +7% | +$31.3K | 0.14% | 185 |
|
2014
Q1 | $287K | Buy |
1,930
+8
| +0.4% | +$1.19K | 0.08% | 305 |
|
2013
Q4 | $272K | Buy |
1,922
+31
| +2% | +$4.39K | 0.08% | 314 |
|
2013
Q3 | $227K | Buy |
+1,891
| New | +$227K | 0.07% | 347 |
|