Lebenthal Holdings’s Weyerhaeuser WY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q2 | – | Sell |
-12,415
| Closed | -$385K | – | 398 |
|
|
2016
Q1 | $385K | Buy |
+12,415
| New | +$385K | 0.07% | 272 |
|
|
2015
Q4 | – | Sell |
-9,805
| Closed | -$268K | – | 317 |
|
|
2015
Q3 | $268K | Buy |
+9,805
| New | +$268K | 0.06% | 267 |
|
|
2015
Q2 | – | Sell |
-6,787
| Closed | -$225K | – | 330 |
|
|
2015
Q1 | $225K | Sell |
6,787
-4
| -0.1% | -$133 | 0.05% | 276 |
|
|
2014
Q4 | $244K | Buy |
+6,791
| New | +$244K | 0.11% | 191 |
|