Laird Norton Wetherby Wealth Management’s Valspar VAL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | – | Sell |
-3,679
| Closed | -$381K | – | 575 |
|
|
2016
Q4 | $381K | Buy |
3,679
+78
| +2% | +$8.08K | 0.07% | 340 |
|
|
2016
Q3 | $382K | Buy |
3,601
+59
| +2% | +$6.26K | 0.08% | 313 |
|
|
2016
Q2 | $383K | Buy |
3,542
+8
| +0.2% | +$865 | 0.08% | 296 |
|
|
2016
Q1 | $378K | Sell |
3,534
-177
| -5% | -$18.9K | 0.09% | 272 |
|
|
2015
Q4 | $308K | Buy |
3,711
+199
| +6% | +$16.5K | 0.07% | 313 |
|
|
2015
Q3 | $252K | Hold |
3,512
| – | – | 0.06% | 356 |
|
|
2015
Q2 | $287K | Sell |
3,512
-19
| -0.5% | -$1.55K | 0.07% | 335 |
|
|
2015
Q1 | $297K | Buy |
3,531
+31
| +0.9% | +$2.61K | 0.07% | 319 |
|
|
2014
Q4 | $303K | Hold |
3,500
| – | – | 0.08% | 303 |
|
|
2014
Q3 | $276K | Hold |
3,500
| – | – | 0.08% | 314 |
|
|
2014
Q2 | $267K | Hold |
3,500
| – | – | 0.08% | 325 |
|
|
2014
Q1 | $252K | Hold |
3,500
| – | – | 0.07% | 334 |
|
|
2013
Q4 | $250K | Hold |
3,500
| – | – | 0.07% | 339 |
|
|
2013
Q3 | $222K | Hold |
3,500
| – | – | 0.07% | 352 |
|
|
2013
Q2 | $226K | Buy |
+3,500
| New | +$226K | 0.08% | 317 |
|