Mark Sheptoff Financial Planning’s Weyerhaeuser WY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-250
| Closed | -$9K | – | 431 |
|
|
2021
Q2 | $9K | Hold |
250
| – | – | ﹤0.01% | 337 |
|
|
2021
Q1 | $9K | Buy |
+250
| New | +$9K | 0.01% | 297 |
|
|
2020
Q2 | – | Sell |
-64
| Closed | -$1K | – | 373 |
|
|
2020
Q1 | $1K | Sell |
64
-100
| -61% | -$1.56K | ﹤0.01% | 332 |
|
|
2019
Q4 | $5K | Hold |
164
| – | – | ﹤0.01% | 322 |
|
|
2019
Q3 | $5K | Sell |
164
-400
| -71% | -$12.2K | ﹤0.01% | 307 |
|
|
2019
Q2 | $15K | Hold |
564
| – | – | 0.01% | 235 |
|
|
2019
Q1 | $15K | Hold |
564
| – | – | 0.01% | 233 |
|
|
2018
Q4 | $12K | Hold |
564
| – | – | 0.01% | 230 |
|
|
2018
Q3 | $18K | Hold |
564
| – | – | 0.01% | 247 |
|
|
2018
Q2 | $21K | Hold |
564
| – | – | 0.02% | 222 |
|
|
2018
Q1 | $20K | Hold |
564
| – | – | 0.01% | 236 |
|
|
2017
Q4 | $20K | Hold |
564
| – | – | 0.01% | 238 |
|
|
2017
Q3 | $19K | Hold |
564
| – | – | 0.01% | 245 |
|
|
2017
Q2 | $19K | Sell |
564
-1
| -0.2% | -$34 | 0.01% | 234 |
|
|
2017
Q1 | $19K | Buy |
565
+1
| +0.2% | +$34 | 0.01% | 232 |
|
|
2016
Q4 | $17K | Hold |
564
| – | – | 0.01% | 233 |
|
|
2016
Q3 | $18K | Hold |
564
| – | – | 0.01% | 224 |
|
|
2016
Q2 | $17K | Hold |
564
| – | – | 0.01% | 219 |
|
|
2016
Q1 | $17K | Buy |
564
+64
| +13% | +$1.93K | 0.01% | 219 |
|
|
2015
Q4 | $15K | Hold |
500
| – | – | 0.01% | 243 |
|
|
2015
Q3 | $14K | Hold |
500
| – | – | 0.01% | 229 |
|
|
2015
Q2 | $16K | Hold |
500
| – | – | 0.01% | 242 |
|
|
2015
Q1 | $17K | Buy |
+500
| New | +$17K | 0.01% | 234 |
|