Buckingham Strategic Wealth’s Weyerhaeuser WY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | – | Sell |
-6,040
| Closed | -$220K | – | 376 |
|
|
2018
Q2 | $220K | Sell |
6,040
-2,824
| -32% | -$103K | 0.04% | 325 |
|
|
2018
Q1 | $310K | Sell |
8,864
-1,869
| -17% | -$65.4K | 0.06% | 237 |
|
|
2017
Q4 | $378K | Buy |
10,733
+3,236
| +43% | +$114K | 0.08% | 200 |
|
|
2017
Q3 | $255K | Buy |
7,497
+17
| +0.2% | +$578 | 0.06% | 242 |
|
|
2017
Q2 | $251K | Buy |
7,480
+889
| +13% | +$29.8K | 0.06% | 242 |
|
|
2017
Q1 | $224K | Buy |
+6,591
| New | +$224K | 0.07% | 227 |
|