Aevitas Wealth Management’s iShares Global Timber & Forestry ETF WOOD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | – | Sell |
-8,860
| Closed | -$561K | – | 120 |
|
|
2020
Q3 | $561K | Hold |
8,860
| – | – | 0.46% | 59 |
|
|
2020
Q2 | $491K | Sell |
8,860
-274
| -3% | -$15.2K | 0.45% | 64 |
|
|
2020
Q1 | $440K | Sell |
9,134
-71
| -0.8% | -$3.42K | 0.49% | 59 |
|
|
2019
Q4 | $617K | Sell |
9,205
-1,017
| -10% | -$68.2K | 0.58% | 49 |
|
|
2019
Q3 | $599K | Hold |
10,222
| – | – | 0.6% | 51 |
|
|
2019
Q2 | $613K | Buy |
10,222
+1,194
| +13% | +$71.6K | 0.62% | 51 |
|
|
2019
Q1 | $573K | Buy |
9,028
+779
| +9% | +$49.4K | 0.51% | 56 |
|
|
2018
Q4 | $471K | Sell |
8,249
-719
| -8% | -$41.1K | 0.48% | 59 |
|
|
2018
Q3 | $675K | Buy |
8,968
+274
| +3% | +$20.6K | 0.61% | 45 |
|
|
2018
Q2 | $679K | Buy |
8,694
+359
| +4% | +$28K | 0.66% | 46 |
|
|
2018
Q1 | $653K | Buy |
8,335
+1,093
| +15% | +$85.6K | 0.65% | 47 |
|
|
2017
Q4 | $515K | Buy |
+7,242
| New | +$515K | 0.49% | 59 |
|