Chicago Partners Investment Group’s Weyerhaeuser WY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-3,143
| Closed | -$83K | – | 928 |
|
|
2018
Q3 | $83K | Hold |
3,143
| – | – | 0.01% | 442 |
|
|
2018
Q2 | $115K | Sell |
3,143
-710
| -18% | -$26K | 0.02% | 366 |
|
|
2018
Q1 | $135K | Hold |
3,853
| – | – | 0.02% | 310 |
|
|
2017
Q4 | $136K | Hold |
3,853
| – | – | 0.02% | 311 |
|
|
2017
Q3 | $131K | Buy |
3,853
+1,453
| +61% | +$49.4K | 0.02% | 312 |
|
|
2017
Q2 | $72K | Sell |
2,400
-1,751
| -42% | -$52.5K | 0.02% | 322 |
|
|
2017
Q1 | $141K | Buy |
4,151
+2,400
| +137% | +$81.5K | 0.04% | 224 |
|
|
2016
Q4 | $53K | Hold |
1,751
| – | – | 0.02% | 295 |
|
|
2016
Q3 | $56K | Sell |
1,751
-333
| -16% | -$10.7K | 0.02% | 286 |
|
|
2016
Q2 | $62K | Sell |
2,084
-940
| -31% | -$28K | 0.03% | 235 |
|
|
2016
Q1 | $94K | Buy |
+3,024
| New | +$94K | 0.05% | 185 |
|