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 |
|