Bison Wealth’s Weyerhaeuser WY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | – | Sell |
-8,864
| Closed | -$313K | – | 215 |
|
|
2017
Q4 | $313K | Buy |
8,864
+560
| +7% | +$19.8K | 0.23% | 128 |
|
|
2017
Q3 | $283K | Sell |
8,304
-512
| -6% | -$17.4K | 0.23% | 126 |
|
|
2017
Q2 | $295K | Buy |
+8,816
| New | +$295K | 0.24% | 112 |
|
|
2017
Q1 | – | Sell |
-12,436
| Closed | -$374K | – | 196 |
|
|
2016
Q4 | $374K | Sell |
12,436
-611
| -5% | -$18.4K | 0.32% | 86 |
|
|
2016
Q3 | $417K | Buy |
13,047
+5,129
| +65% | +$164K | 0.35% | 80 |
|
|
2016
Q2 | $236K | Sell |
7,918
-551
| -7% | -$16.4K | 0.14% | 165 |
|
|
2016
Q1 | $262K | Buy |
+8,469
| New | +$262K | 0.17% | 142 |
|
|
2015
Q3 | – | Sell |
-26,637
| Closed | -$839K | – | 271 |
|
|
2015
Q2 | $839K | Buy |
26,637
+3,150
| +13% | +$99.2K | 0.49% | 62 |
|
|
2015
Q1 | $779K | Buy |
23,487
+1,345
| +6% | +$44.6K | 0.47% | 66 |
|
|
2014
Q4 | $795K | Buy |
+22,142
| New | +$795K | 0.6% | 51 |
|