Atwood & Palmer’s Weyerhaeuser WY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
-5,676
| Closed | -$157K | – | 305 |
|
|
2019
Q3 | $157K | Sell |
5,676
-220
| -4% | -$6.09K | 0.02% | 140 |
|
|
2019
Q2 | $155K | Hold |
5,896
| – | – | 0.02% | 136 |
|
|
2019
Q1 | $155K | Sell |
5,896
-220
| -4% | -$5.78K | 0.02% | 131 |
|
|
2018
Q4 | $134K | Buy |
6,116
+220
| +4% | +$4.82K | 0.02% | 136 |
|
|
2018
Q3 | $190K | Sell |
5,896
-400
| -6% | -$12.9K | 0.02% | 126 |
|
|
2018
Q2 | $230K | Hold |
6,296
| – | – | 0.03% | 121 |
|
|
2018
Q1 | $220K | Hold |
6,296
| – | – | 0.03% | 120 |
|
|
2017
Q4 | $222K | Hold |
6,296
| – | – | 0.03% | 125 |
|
|
2017
Q3 | $214K | Hold |
6,296
| – | – | 0.03% | 124 |
|
|
2017
Q2 | $211K | Hold |
6,296
| – | – | 0.03% | 124 |
|
|
2017
Q1 | $214K | Hold |
6,296
| – | – | 0.03% | 114 |
|
|
2016
Q4 | $189K | Hold |
6,296
| – | – | 0.03% | 116 |
|
|
2016
Q3 | $201K | Buy |
6,296
+220
| +4% | +$7.02K | 0.04% | 112 |
|
|
2016
Q2 | $181K | Hold |
6,076
| – | – | 0.03% | 114 |
|
|
2016
Q1 | $188K | Buy |
6,076
+400
| +7% | +$12.4K | 0.03% | 113 |
|
|
2015
Q4 | $170K | Hold |
5,676
| – | – | 0.03% | 136 |
|
|
2015
Q3 | $155K | Hold |
5,676
| – | – | 0.03% | 131 |
|
|
2015
Q2 | $179K | Hold |
5,676
| – | – | 0.03% | 132 |
|
|
2015
Q1 | $188K | Hold |
5,676
| – | – | 0.03% | 127 |
|
|
2014
Q4 | $204K | Hold |
5,676
| – | – | 0.04% | 120 |
|
|
2014
Q3 | $181K | Hold |
5,676
| – | – | 0.03% | 132 |
|
|
2014
Q2 | $188K | Buy |
+5,676
| New | +$188K | 0.05% | 118 |
|