Laird Norton Wetherby Wealth Management’s Xerox XRX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | – | Sell |
-5,265
| Closed | -$155K | – | 583 |
|
|
2017
Q1 | $155K | Sell |
5,265
-1,814
| -26% | -$53.4K | 0.03% | 539 |
|
|
2016
Q4 | $163K | Buy |
7,079
+711
| +11% | +$16.4K | 0.03% | 508 |
|
|
2016
Q3 | $170K | Buy |
6,368
+120
| +2% | +$3.2K | 0.03% | 498 |
|
|
2016
Q2 | $156K | Buy |
6,248
+867
| +16% | +$21.6K | 0.03% | 484 |
|
|
2016
Q1 | $159K | Sell |
5,381
-700
| -12% | -$20.7K | 0.04% | 454 |
|
|
2015
Q4 | $170K | Buy |
6,081
+874
| +17% | +$24.4K | 0.04% | 431 |
|
|
2015
Q3 | $133K | Buy |
5,207
+400
| +8% | +$10.2K | 0.03% | 430 |
|
|
2015
Q2 | $134K | Buy |
4,807
+10
| +0.2% | +$279 | 0.03% | 453 |
|
|
2015
Q1 | $163K | Buy |
4,797
+554
| +13% | +$18.8K | 0.04% | 444 |
|
|
2014
Q4 | $155K | Buy |
4,243
+72
| +2% | +$2.63K | 0.04% | 432 |
|
|
2014
Q3 | $145K | Buy |
4,171
+62
| +2% | +$2.16K | 0.04% | 418 |
|
|
2014
Q2 | $135K | Sell |
4,109
-922
| -18% | -$30.3K | 0.04% | 417 |
|
|
2014
Q1 | $150K | Buy |
5,031
+44
| +0.9% | +$1.31K | 0.04% | 409 |
|
|
2013
Q4 | $160K | Sell |
4,987
-68
| -1% | -$2.18K | 0.05% | 412 |
|
|
2013
Q3 | $137K | Buy |
5,055
+114
| +2% | +$3.09K | 0.04% | 391 |
|
|
2013
Q2 | $118K | Buy |
+4,941
| New | +$118K | 0.04% | 362 |
|