Laird Norton Wetherby Wealth Management’s Weibo WB Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q3 | – | Sell |
-14,053
| Closed | -$184K | – | 961 |
|
2023
Q2 | $184K | Buy |
14,053
+813
| +6% | +$10.7K | 0.01% | 865 |
|
2023
Q1 | $266K | Buy |
13,240
+2
| +0% | +$40 | 0.02% | 745 |
|
2022
Q4 | $253K | Sell |
13,238
-374
| -3% | -$7.15K | 0.02% | 736 |
|
2022
Q3 | $233K | Buy |
+13,612
| New | +$233K | 0.02% | 756 |
|
2022
Q2 | – | Sell |
-9,254
| Closed | -$227K | – | 968 |
|
2022
Q1 | $227K | Buy |
+9,254
| New | +$227K | 0.01% | 813 |
|
2021
Q4 | – | Sell |
-4,268
| Closed | -$203K | – | 940 |
|
2021
Q3 | $203K | Buy |
4,268
+345
| +9% | +$16.4K | 0.01% | 839 |
|
2021
Q2 | $206K | Sell |
3,923
-277
| -7% | -$14.5K | 0.01% | 848 |
|
2021
Q1 | $212K | Buy |
+4,200
| New | +$212K | 0.02% | 723 |
|
2019
Q1 | – | Sell |
-4,245
| Closed | -$248K | – | 679 |
|
2018
Q4 | $248K | Buy |
4,245
+1,189
| +39% | +$69.5K | 0.04% | 520 |
|
2018
Q3 | $224K | Buy |
3,056
+554
| +22% | +$40.6K | 0.03% | 587 |
|
2018
Q2 | $222K | Sell |
2,502
-57
| -2% | -$5.06K | 0.03% | 574 |
|
2018
Q1 | $306K | Buy |
2,559
+248
| +11% | +$29.7K | 0.04% | 475 |
|
2017
Q4 | $239K | Buy |
+2,311
| New | +$239K | 0.03% | 530 |
|