Financial Architects (New Jersey)’s Weyerhaeuser WY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-812
| Closed | -$21K | – | 1219 |
|
|
2019
Q2 | $21K | Sell |
812
-779
| -49% | -$19.8K | ﹤0.01% | 708 |
|
|
2019
Q1 | $42K | Sell |
1,591
-225
| -12% | -$5.67K | 0.01% | 662 |
|
|
2018
Q4 | $40K | Buy |
1,816
+114
| +7% | +$3.04K | 0.01% | 604 |
|
|
2018
Q3 | $55K | Sell |
1,702
-16
| -0.9% | -$555 | 0.01% | 607 |
|
|
2018
Q2 | $62K | Buy |
1,718
+95
| +6% | +$3.47K | 0.01% | 506 |
|
|
2018
Q1 | $57K | Sell |
1,623
-43
| -3% | -$1.52K | 0.01% | 578 |
|
|
2017
Q4 | $58K | Hold |
1,666
| – | – | 0.01% | 635 |
|
|
2017
Q3 | $56K | Sell |
1,666
-317
| -16% | -$10.4K | 0.01% | 658 |
|
|
2017
Q2 | $67K | Buy |
1,983
+93
| +5% | +$3.13K | 0.01% | 583 |
|
|
2017
Q1 | $64K | Sell |
1,890
-333
| -15% | -$10.8K | 0.01% | 591 |
|
|
2016
Q4 | $67K | Buy |
2,223
+221
| +11% | +$6.81K | 0.02% | 494 |
|
|
2016
Q3 | $64K | Sell |
2,002
-74
| -4% | -$2.34K | 0.02% | 506 |
|
|
2016
Q2 | $62K | Buy |
2,076
+950
| +84% | +$29.2K | 0.02% | 490 |
|
|
2016
Q1 | $35K | Buy |
+1,126
| New | +$30.1K | 0.01% | 464 |
|
|
2015
Q3 | – | Sell |
-1,136
| Closed | -$36K | – | 948 |
|
|
2015
Q2 | $36K | Buy |
1,136
+270
| +31% | +$8.68K | 0.01% | 508 |
|
|
2015
Q1 | $29K | Buy |
866
+33
| +4% | +$1.16K | 0.01% | 499 |
|
|
2014
Q4 | $30K | Buy |
833
+21
| +3% | +$721 | 0.01% | 440 |
|
|
2014
Q3 | $26K | Hold |
812
| – | – | 0.01% | 428 |
|
|
2014
Q2 | $27K | Buy |
+812
| New | +$24.5K | 0.01% | 434 |
|
|
2013
Q4 | – | Sell |
-812
| Closed | -$23K | – | 577 |
|
|
2013
Q3 | $23K | Buy |
+812
| New | +$23K | 0.01% | 368 |
|
Other funds holding WY
