Fiduciary Financial Services of The Southwest’s Weyerhaeuser WY Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2019
Q4
$235K Hold
7,765
0.06% 136
2019
Q3
$215K Sell
7,765
-300
-4% -$8.31K 0.06% 139
2019
Q2
$212K Sell
8,065
-195
-2% -$5.13K 0.06% 140
2019
Q1
$218K Buy
+8,260
New +$218K 0.06% 139
2018
Q4
Sell
-9,190
Closed -$297K 148
2018
Q3
$297K Sell
9,190
-150
-2% -$4.85K 0.08% 135
2018
Q2
$341K Hold
9,340
0.1% 134
2018
Q1
$327K Hold
9,340
0.1% 130
2017
Q4
$329K Buy
9,340
+110
+1% +$3.88K 0.1% 132
2017
Q3
$314K Sell
9,230
-310
-3% -$10.5K 0.09% 133
2017
Q2
$320K Hold
9,540
0.1% 131
2017
Q1
$324K Sell
9,540
-625
-6% -$21.2K 0.1% 123
2016
Q4
$306K Sell
10,165
-2,490
-20% -$75K 0.1% 127
2016
Q3
$404K Hold
12,655
0.13% 126
2016
Q2
$377K Sell
12,655
-575
-4% -$17.1K 0.12% 126
2016
Q1
$410K Sell
13,230
-780
-6% -$24.2K 0.15% 119
2015
Q4
$420K Hold
14,010
0.15% 115
2015
Q3
$383K Sell
14,010
-1,400
-9% -$38.3K 0.13% 121
2015
Q2
$485K Sell
15,410
-275
-2% -$8.66K 0.15% 121
2015
Q1
$520K Sell
15,685
-350
-2% -$11.6K 0.15% 118
2014
Q4
$575K Sell
16,035
-290
-2% -$10.4K 0.16% 113
2014
Q3
$520K Hold
16,325
0.15% 120
2014
Q2
$540K Sell
16,325
-155
-0.9% -$5.13K 0.15% 119
2014
Q1
$484K Hold
16,480
0.15% 119
2013
Q4
$520K Sell
16,480
-2,185
-12% -$68.9K 0.16% 112
2013
Q3
$534K Sell
18,665
-1,110
-6% -$31.8K 0.18% 105
2013
Q2
$563K Buy
+19,775
New +$563K 0.19% 104