First Foundation Advisors’s Weyerhaeuser WY Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2021
Q1 | – | Sell |
-5,978
| Closed | -$200K | – | 440 |
|
2020
Q4 | $200K | Buy |
+5,978
| New | +$200K | 0.01% | 392 |
|
2019
Q3 | – | Sell |
-7,935
| Closed | -$209K | – | 370 |
|
2019
Q2 | $209K | Sell |
7,935
-2,666
| -25% | -$70.2K | 0.01% | 319 |
|
2019
Q1 | $279K | Buy |
+10,601
| New | +$279K | 0.02% | 278 |
|
2017
Q2 | – | Sell |
-9,100
| Closed | -$309K | – | 341 |
|
2017
Q1 | $309K | Buy |
+9,100
| New | +$309K | 0.02% | 256 |
|