Jacobus Wealth Management’s PLUM CREEK TIMBER CO (REIT) PCL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q1 | – | Sell |
-5,196
| Closed | -$248K | – | 289 |
|
|
2015
Q4 | $248K | Hold |
5,196
| – | – | 0.07% | 186 |
|
|
2015
Q3 | $205K | Hold |
5,196
| – | – | 0.06% | 200 |
|
|
2015
Q2 | $211K | Buy |
5,196
+44
| +0.9% | +$1.79K | 0.05% | 213 |
|
|
2015
Q1 | $224K | Hold |
5,152
| – | – | 0.06% | 201 |
|
|
2014
Q4 | $220K | Hold |
5,152
| – | – | 0.06% | 196 |
|
|
2014
Q3 | $201K | Sell |
5,152
-1,000
| -16% | -$39K | 0.06% | 210 |
|
|
2014
Q2 | $277K | Hold |
6,152
| – | – | 0.07% | 187 |
|
|
2014
Q1 | $259K | Sell |
6,152
-3,275
| -35% | -$138K | 0.06% | 196 |
|
|
2013
Q4 | $438K | Buy |
+9,427
| New | +$438K | 0.13% | 135 |
|