JNBA Financial Advisors’s Weyerhaeuser WY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-420
| Closed | -$11K | – | 711 |
|
|
2019
Q2 | $11K | Buy |
+420
| New | +$11K | ﹤0.01% | 430 |
|
|
2019
Q1 | – | Sell |
-553
| Closed | -$12K | – | 567 |
|
|
2018
Q4 | $12K | Sell |
553
-7,827
| -93% | -$170K | ﹤0.01% | 364 |
|
|
2018
Q3 | $270K | Buy |
8,380
+7,827
| +1,415% | +$252K | 0.12% | 107 |
|
|
2018
Q2 | $20K | Hold |
553
| – | – | ﹤0.01% | 316 |
|
|
2018
Q1 | $19K | Hold |
553
| – | – | ﹤0.01% | 318 |
|
|
2017
Q4 | $19K | Hold |
553
| – | – | ﹤0.01% | 319 |
|
|
2017
Q3 | $19K | Hold |
553
| – | – | ﹤0.01% | 305 |
|
|
2017
Q2 | $19K | Hold |
553
| – | – | ﹤0.01% | 298 |
|
|
2017
Q1 | $19K | Hold |
553
| – | – | ﹤0.01% | 303 |
|
|
2016
Q4 | $17K | Sell |
553
-3,118
| -85% | -$95.9K | ﹤0.01% | 317 |
|
|
2016
Q3 | $117K | Buy |
3,671
+2,934
| +398% | +$93.5K | 0.02% | 321 |
|
|
2016
Q2 | $22K | Hold |
737
| – | – | 0.01% | 280 |
|
|
2016
Q1 | $23K | Buy |
+737
| New | +$23K | 0.01% | 272 |
|