Appleton Partners’s Weyerhaeuser WY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-22,403
| Closed | -$380K | – | 272 |
|
|
2020
Q1 | $380K | Buy |
22,403
+3,022
| +16% | +$51.3K | 0.05% | 192 |
|
|
2019
Q4 | $585K | Buy |
19,381
+445
| +2% | +$13.4K | 0.06% | 182 |
|
|
2019
Q3 | $525K | Buy |
18,936
+145
| +0.8% | +$4.02K | 0.06% | 186 |
|
|
2019
Q2 | $495K | Buy |
18,791
+175
| +0.9% | +$4.61K | 0.06% | 191 |
|
|
2019
Q1 | $490K | Sell |
18,616
-1,490
| -7% | -$39.2K | 0.06% | 187 |
|
|
2018
Q4 | $440K | Sell |
20,106
-515
| -2% | -$11.3K | 0.07% | 183 |
|
|
2018
Q3 | $665K | Buy |
20,621
+6,721
| +48% | +$217K | 0.09% | 164 |
|
|
2018
Q2 | $507K | Buy |
13,900
+4,477
| +48% | +$163K | 0.07% | 184 |
|
|
2018
Q1 | $330K | Buy |
+9,423
| New | +$330K | 0.05% | 212 |
|