Burt Wealth Advisors’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 |
-270
| Closed | -$7K | – | 349 |
|
|
2019
Q3 | $7K | Hold |
270
| – | – | ﹤0.01% | 290 |
|
|
2019
Q2 | $7K | Hold |
270
| – | – | ﹤0.01% | 291 |
|
|
2019
Q1 | $7K | Hold |
270
| – | – | ﹤0.01% | 294 |
|
|
2018
Q4 | $6K | Sell |
270
-90
| -25% | -$2K | ﹤0.01% | 303 |
|
|
2018
Q3 | $12K | Hold |
360
| – | – | 0.01% | 284 |
|
|
2018
Q2 | $13K | Hold |
360
| – | – | 0.01% | 270 |
|
|
2018
Q1 | $13K | Hold |
360
| – | – | 0.01% | 275 |
|
|
2017
Q4 | $13K | Buy |
360
+90
| +33% | +$3.25K | 0.01% | 263 |
|
|
2017
Q3 | $9K | Sell |
270
-180
| -40% | -$6K | 0.01% | 272 |
|
|
2017
Q2 | $15K | Buy |
450
+180
| +67% | +$6K | 0.01% | 270 |
|
|
2017
Q1 | $9K | Sell |
270
-180
| -40% | -$6K | 0.01% | 267 |
|
|
2016
Q4 | $14K | Buy |
450
+180
| +67% | +$5.6K | 0.01% | 257 |
|
|
2016
Q3 | $8K | Hold |
270
| – | – | 0.01% | 285 |
|
|
2016
Q2 | $8K | Sell |
270
-560
| -67% | -$16.6K | 0.01% | 291 |
|
|
2016
Q1 | $26K | Buy |
830
+560
| +207% | +$17.5K | 0.02% | 221 |
|
|
2015
Q4 | $8K | Hold |
270
| – | – | 0.01% | 315 |
|
|
2015
Q3 | $7K | Hold |
270
| – | – | 0.01% | 289 |
|
|
2015
Q2 | $9K | Hold |
270
| – | – | 0.01% | 279 |
|
|
2015
Q1 | $9K | Hold |
270
| – | – | 0.01% | 253 |
|
|
2014
Q4 | $10K | Buy |
+270
| New | +$10K | 0.01% | 233 |
|