Mosaic Family Wealth’s Weyerhaeuser WY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-3,002
| Closed | -$79K | – | 607 |
|
|
2019
Q1 | $79K | Hold |
3,002
| – | – | 0.03% | 266 |
|
|
2018
Q4 | $66K | Sell |
3,002
-122
| -4% | -$2.68K | 0.03% | 278 |
|
|
2018
Q3 | $83K | Hold |
3,124
| – | – | 0.03% | 255 |
|
|
2018
Q2 | $114K | Hold |
3,124
| – | – | 0.04% | 210 |
|
|
2018
Q1 | $109K | Hold |
3,124
| – | – | 0.04% | 213 |
|
|
2017
Q4 | $110K | Hold |
3,124
| – | – | 0.04% | 222 |
|
|
2017
Q3 | $106K | Hold |
3,124
| – | – | 0.04% | 253 |
|
|
2017
Q2 | $105K | Hold |
3,124
| – | – | 0.04% | 242 |
|
|
2017
Q1 | $106K | Hold |
3,124
| – | – | 0.05% | 252 |
|
|
2016
Q4 | $94K | Hold |
3,124
| – | – | 0.04% | 265 |
|
|
2016
Q3 | $100K | Hold |
3,124
| – | – | 0.05% | 260 |
|
|
2016
Q2 | $94K | Sell |
3,124
-900
| -22% | -$27.1K | 0.05% | 261 |
|
|
2016
Q1 | $124K | Buy |
4,024
+2,880
| +252% | +$88.7K | 0.06% | 196 |
|
|
2015
Q4 | $34K | Buy |
+1,144
| New | +$34K | 0.02% | 378 |
|