Concert Wealth Management’s Weyerhaeuser WY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | – | Sell |
-23,056
| Closed | -$701K | – | 440 |
|
|
2017
Q1 | $701K | Sell |
23,056
-5,401
| -19% | -$164K | 0.16% | 185 |
|
|
2016
Q4 | $859K | Sell |
28,457
-30,708
| -52% | -$927K | 0.19% | 158 |
|
|
2016
Q3 | $1.89M | Sell |
59,165
-2,631
| -4% | -$84.2K | 0.23% | 111 |
|
|
2016
Q2 | $1.84M | Buy |
61,796
+479
| +0.8% | +$14.3K | 0.25% | 99 |
|
|
2016
Q1 | $1.89M | Buy |
61,317
+30,045
| +96% | +$927K | 0.25% | 100 |
|
|
2015
Q4 | $940K | Sell |
31,272
-517
| -2% | -$15.5K | 0.13% | 209 |
|
|
2015
Q3 | $861K | Sell |
31,789
-508
| -2% | -$13.8K | 0.12% | 227 |
|
|
2015
Q2 | $1.02M | Sell |
32,297
-616
| -2% | -$19.5K | 0.13% | 200 |
|
|
2015
Q1 | $977K | Sell |
32,913
-796
| -2% | -$23.6K | 0.28% | 84 |
|
|
2014
Q4 | $1.21M | Buy |
33,709
+11,621
| +53% | +$416K | 0.18% | 141 |
|
|
2014
Q3 | $705K | Sell |
22,088
-968
| -4% | -$30.9K | 0.1% | 201 |
|
|
2014
Q2 | $712K | Sell |
23,056
-422
| -2% | -$13K | 0.09% | 207 |
|
|
2014
Q1 | $693K | Sell |
23,478
-3,530
| -13% | -$104K | 0.09% | 202 |
|
|
2013
Q4 | $852K | Sell |
27,008
-3,557
| -12% | -$112K | 0.11% | 159 |
|
|
2013
Q3 | $881K | Buy |
30,565
+607
| +2% | +$17.5K | 0.12% | 135 |
|
|
2013
Q2 | $860K | Buy |
+29,958
| New | +$860K | 0.13% | 126 |
|