Genovese Burford & Brothers Wealth & Retirement Plan Management’s Weyerhaeuser WY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | $268K | Hold |
8,000
| – | – | 0.07% | 100 |
|
|
2020
Q3 | $228K | Buy |
+8,000
| New | +$228K | 0.06% | 87 |
|
|
2020
Q1 | – | Sell |
-8,000
| Closed | -$242K | – | 117 |
|
|
2019
Q4 | $242K | Hold |
8,000
| – | – | 0.06% | 102 |
|
|
2019
Q3 | $222K | Hold |
8,000
| – | – | 0.06% | 97 |
|
|
2019
Q2 | $211K | Hold |
8,000
| – | – | 0.06% | 101 |
|
|
2019
Q1 | $211K | Buy |
+8,000
| New | +$211K | 0.06% | 91 |
|
|
2018
Q4 | – | Sell |
-8,000
| Closed | -$258K | – | 104 |
|
|
2018
Q3 | $258K | Hold |
8,000
| – | – | 0.09% | 72 |
|
|
2018
Q2 | $292K | Hold |
8,000
| – | – | 0.11% | 56 |
|
|
2018
Q1 | $280K | Buy |
+8,000
| New | +$280K | 0.1% | 56 |
|
|
2017
Q4 | – | Sell |
-8,000
| Closed | -$272K | – | 467 |
|
|
2017
Q3 | $272K | Hold |
8,000
| – | – | 0.11% | 46 |
|
|
2017
Q2 | $268K | Hold |
8,000
| – | – | 0.11% | 44 |
|
|
2017
Q1 | $272K | Hold |
8,000
| – | – | 0.11% | 43 |
|
|
2016
Q4 | $241K | Hold |
8,000
| – | – | 0.07% | 57 |
|
|
2016
Q3 | $255K | Hold |
8,000
| – | – | 0.1% | 48 |
|
|
2016
Q2 | $238K | Hold |
8,000
| – | – | 0.1% | 51 |
|
|
2016
Q1 | $247K | Buy |
+8,000
| New | +$247K | 0.12% | 43 |
|