Laird Norton Wetherby Wealth Management’s Shaw Communications Inc. SJR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-20,569
| Closed | -$615K | – | 977 |
|
|
2023
Q1 | $615K | Buy |
20,569
+696
| +4% | +$20.8K | 0.04% | 465 |
|
|
2022
Q4 | $572K | Buy |
19,873
+3,003
| +18% | +$86.4K | 0.04% | 478 |
|
|
2022
Q3 | $410K | Sell |
16,870
-3,039
| -15% | -$73.9K | 0.03% | 555 |
|
|
2022
Q2 | $587K | Buy |
19,909
+4,040
| +25% | +$119K | 0.04% | 450 |
|
|
2022
Q1 | $493K | Hold |
15,869
| – | – | 0.03% | 525 |
|
|
2021
Q4 | $481K | Sell |
15,869
-543
| -3% | -$16.5K | 0.03% | 536 |
|
|
2021
Q3 | $477K | Buy |
16,412
+521
| +3% | +$15.1K | 0.03% | 518 |
|
|
2021
Q2 | $460K | Buy |
15,891
+448
| +3% | +$13K | 0.03% | 537 |
|
|
2021
Q1 | $405K | Buy |
15,443
+456
| +3% | +$12K | 0.03% | 508 |
|
|
2020
Q4 | $263K | Sell |
14,987
-1,270
| -8% | -$22.3K | 0.02% | 705 |
|
|
2020
Q3 | $297K | Sell |
16,257
-425
| -3% | -$7.76K | 0.03% | 529 |
|
|
2020
Q2 | $273K | Sell |
16,682
-375
| -2% | -$6.14K | 0.03% | 552 |
|
|
2020
Q1 | $277K | Buy |
17,057
+4,234
| +33% | +$68.8K | 0.03% | 472 |
|
|
2019
Q4 | $261K | Sell |
12,823
-22
| -0.2% | -$448 | 0.03% | 578 |
|
|
2019
Q3 | $252K | Buy |
12,845
+1,595
| +14% | +$31.3K | 0.03% | 594 |
|
|
2019
Q2 | $230K | Buy |
11,250
+1,606
| +17% | +$32.8K | 0.03% | 611 |
|
|
2019
Q1 | $201K | Buy |
+9,644
| New | +$201K | 0.03% | 621 |
|
|
2018
Q1 | – | Sell |
-10,743
| Closed | -$245K | – | 703 |
|
|
2017
Q4 | $245K | Buy |
10,743
+38
| +0.4% | +$867 | 0.03% | 519 |
|
|
2017
Q3 | $246K | Buy |
10,705
+373
| +4% | +$8.57K | 0.04% | 509 |
|
|
2017
Q2 | $225K | Buy |
10,332
+439
| +4% | +$9.56K | 0.04% | 501 |
|
|
2017
Q1 | $205K | Buy |
+9,893
| New | +$205K | 0.04% | 526 |
|