Jacobus Wealth Management’s Weyerhaeuser WY Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2017
Q3 | $281K | Hold |
8,249
| – | – | 0.07% | 136 |
|
2017
Q2 | $276K | Buy |
+8,249
| New | +$276K | 0.07% | 137 |
|
2016
Q4 | – | Sell |
-8,000
| Closed | -$256K | – | 226 |
|
2016
Q3 | $256K | Hold |
8,000
| – | – | 0.07% | 154 |
|
2016
Q2 | $238K | Sell |
8,000
-1,000
| -11% | -$29.8K | 0.07% | 156 |
|
2016
Q1 | $279K | Buy |
+9,000
| New | +$279K | 0.08% | 175 |
|