Legacy Financial Advisors’s Weyerhaeuser WY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-12,023
| Closed | -$270K | – | 139 |
|
|
2020
Q2 | $270K | Buy |
12,023
+33
| +0.3% | +$741 | 0.1% | 42 |
|
|
2020
Q1 | $262K | Buy |
11,990
+85
| +0.7% | +$1.86K | 0.1% | 52 |
|
|
2019
Q4 | $360K | Hold |
11,905
| – | – | 0.11% | 85 |
|
|
2019
Q3 | $330K | Hold |
11,905
| – | – | 0.11% | 86 |
|
|
2019
Q2 | $314K | Buy |
11,905
+338
| +3% | +$8.92K | 0.11% | 85 |
|
|
2019
Q1 | $305K | Sell |
11,567
-29
| -0.3% | -$765 | 0.1% | 86 |
|
|
2018
Q4 | $253K | Buy |
11,596
+231
| +2% | +$5.04K | 0.1% | 89 |
|
|
2018
Q3 | $366K | Buy |
11,365
+9,600
| +544% | +$309K | 0.13% | 62 |
|
|
2018
Q2 | $64K | Buy |
1,765
+12
| +0.7% | +$435 | 0.02% | 218 |
|
|
2018
Q1 | $62K | Hold |
1,753
| – | – | 0.02% | 218 |
|
|
2017
Q4 | $61K | Buy |
+1,753
| New | +$61K | 0.03% | 216 |
|