Berman Capital Advisors’s Weyerhaeuser WY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $66K | Buy |
1,868
+209
| +13% | +$7.38K | 0.01% | 575 |
|
|
2021
Q2 | $57K | Buy |
1,659
+811
| +96% | +$27.9K | 0.01% | 530 |
|
|
2021
Q1 | $30K | Sell |
848
-1,329
| -61% | -$47K | 0.01% | 664 |
|
|
2020
Q4 | $72K | Buy |
2,177
+2,080
| +2,144% | +$68.8K | 0.02% | 320 |
|
|
2020
Q3 | $2K | Hold |
97
| – | – | ﹤0.01% | 1353 |
|
|
2020
Q2 | $2K | Sell |
97
-1,062
| -92% | -$21.9K | ﹤0.01% | 1331 |
|
|
2020
Q1 | $19K | Sell |
1,159
-1,290
| -53% | -$21.1K | 0.01% | 513 |
|
|
2019
Q4 | $73K | Buy |
2,449
+114
| +5% | +$3.4K | 0.02% | 262 |
|
|
2019
Q3 | $64K | Buy |
2,335
+542
| +30% | +$14.9K | 0.02% | 270 |
|
|
2019
Q2 | $47K | Buy |
1,793
+637
| +55% | +$16.7K | 0.02% | 318 |
|
|
2019
Q1 | $30K | Buy |
1,156
+62
| +6% | +$1.61K | 0.01% | 366 |
|
|
2018
Q4 | $23K | Buy |
+1,094
| New | +$23K | 0.01% | 366 |
|