Blue Bell Private Wealth Management’s Weyerhaeuser WY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Hold |
0
| – | – | – | 208 |
|
|
2018
Q4 | – | Hold |
0
| – | – | – | 220 |
|
|
2018
Q3 | – | Hold |
0
| – | – | – | 227 |
|
|
2018
Q2 | – | Hold |
0
| – | – | – | 224 |
|
|
2018
Q1 | – | Hold |
0
| – | – | – | 229 |
|
|
2016
Q4 | – | Sell |
-920
| Closed | -$30K | – | 392 |
|
|
2016
Q3 | $30K | Hold |
920
| – | – | 0.02% | 248 |
|
|
2016
Q2 | $28K | Hold |
920
| – | – | 0.02% | 253 |
|
|
2016
Q1 | $29K | Buy |
920
+320
| +53% | +$10.1K | 0.02% | 262 |
|
|
2015
Q4 | $18K | Hold |
600
| – | – | 0.01% | 318 |
|
|
2015
Q3 | $16K | Hold |
600
| – | – | 0.01% | 335 |
|
|
2015
Q2 | $19K | Sell |
600
-625
| -51% | -$19.8K | 0.01% | 322 |
|
|
2015
Q1 | $40K | Sell |
1,225
-325
| -21% | -$10.6K | 0.02% | 241 |
|
|
2014
Q4 | $55K | Hold |
1,550
| – | – | 0.03% | 215 |
|
|
2014
Q3 | $49K | Sell |
1,550
-200
| -11% | -$6.32K | 0.03% | 234 |
|
|
2014
Q2 | $58K | Hold |
1,750
| – | – | 0.04% | 207 |
|
|
2014
Q1 | $51K | Hold |
1,750
| – | – | 0.03% | 186 |
|
|
2013
Q4 | $55K | Buy |
+1,750
| New | +$55K | 0.04% | 181 |
|