Hotaling Investment Management’s Weyerhaeuser WY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-33,311
| Closed | -$565K | – | 110 |
|
|
2020
Q1 | $565K | Buy |
33,311
+262
| +0.8% | +$4.44K | 0.42% | 65 |
|
|
2019
Q4 | $998K | Buy |
33,049
+3,413
| +12% | +$103K | 0.57% | 62 |
|
|
2019
Q3 | $821K | Buy |
29,636
+475
| +2% | +$13.2K | 0.53% | 64 |
|
|
2019
Q2 | $768K | Buy |
29,161
+4,073
| +16% | +$107K | 0.49% | 70 |
|
|
2019
Q1 | $661K | Buy |
25,088
+10,051
| +67% | +$265K | 0.45% | 72 |
|
|
2018
Q4 | $329K | Buy |
+15,037
| New | +$329K | 0.27% | 84 |
|