Moneta Group Investment Advisors’s Weyerhaeuser WY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-7,384
| Closed | -$223K | – | 298 |
|
|
2019
Q4 | $223K | Buy |
+7,384
| New | +$223K | 0.02% | 228 |
|
|
2019
Q2 | – | Sell |
-9,757
| Closed | -$257K | – | 281 |
|
|
2019
Q1 | $257K | Buy |
+9,757
| New | +$257K | 0.03% | 186 |
|
|
2018
Q4 | – | Sell |
-7,900
| Closed | -$255K | – | 254 |
|
|
2018
Q3 | $255K | Sell |
7,900
-3,126
| -28% | -$101K | 0.03% | 193 |
|
|
2018
Q2 | $402K | Buy |
11,026
+3,826
| +53% | +$139K | 0.04% | 192 |
|
|
2018
Q1 | $252K | Sell |
7,200
-10
| -0.1% | -$350 | 0.03% | 172 |
|
|
2017
Q4 | $254K | Hold |
7,210
| – | – | 0.04% | 165 |
|
|
2017
Q3 | $245K | Buy |
7,210
+10
| +0.1% | +$340 | 0.04% | 175 |
|
|
2017
Q2 | $241K | Hold |
7,200
| – | – | 0.04% | 166 |
|
|
2017
Q1 | $245K | Hold |
7,200
| – | – | 0.05% | 135 |
|
|
2016
Q4 | $217K | Hold |
7,200
| – | – | 0.04% | 158 |
|
|
2016
Q3 | $230K | Sell |
7,200
-160
| -2% | -$5.11K | 0.05% | 128 |
|
|
2016
Q2 | $219K | Hold |
7,360
| – | – | 0.05% | 150 |
|
|
2016
Q1 | $228K | Buy |
+7,360
| New | +$228K | 0.05% | 142 |
|
|
2015
Q4 | – | Sell |
-970
| Closed | -$27K | – | 427 |
|
|
2015
Q3 | $27K | Buy |
+970
| New | +$27K | 0.01% | 289 |
|