Mosaic Financial Partners’s Weyerhaeuser WY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q2 | $10.3M | Sell |
283,844
-15,282
| -5% | -$557K | 6.79% | 2 |
|
|
2018
Q1 | $10.5M | Sell |
299,126
-33,552
| -10% | -$1.17M | 6.34% | 2 |
|
|
2017
Q4 | $11.7M | Buy |
332,678
+2,252
| +0.7% | +$79.4K | 6.74% | 3 |
|
|
2017
Q3 | $11.2M | Buy |
330,426
+3,731
| +1% | +$127K | 6.92% | 3 |
|
|
2017
Q2 | $10.9M | Buy |
326,695
+8,455
| +3% | +$283K | 6.83% | 4 |
|
|
2017
Q1 | $10.8M | Sell |
318,240
-11,304
| -3% | -$384K | 6.82% | 4 |
|
|
2016
Q4 | $9.92M | Buy |
329,544
+1,524
| +0.5% | +$45.9K | 6.35% | 4 |
|
|
2016
Q3 | $10.5M | Sell |
328,020
-7,654
| -2% | -$244K | 6.39% | 5 |
|
|
2016
Q2 | $9.99M | Sell |
335,674
-32,030
| -9% | -$954K | 6.16% | 5 |
|
|
2016
Q1 | $11.4M | Buy |
367,704
+152,424
| +71% | +$4.72M | 7.28% | 4 |
|
|
2015
Q4 | $6.45M | Buy |
215,280
+3,113
| +1% | +$93.3K | 4.14% | 8 |
|
|
2015
Q3 | $5.8M | Buy |
212,167
+23,787
| +13% | +$650K | 3.7% | 8 |
|
|
2015
Q2 | $5.93M | Sell |
188,380
-130
| -0.1% | -$4.1K | 4.08% | 8 |
|
|
2015
Q1 | $6.25M | Sell |
188,510
-5,084
| -3% | -$169K | 4.27% | 7 |
|
|
2014
Q4 | $6.95M | Buy |
193,594
+191
| +0.1% | +$6.86K | 4.71% | 7 |
|
|
2014
Q3 | $6.16M | Buy |
193,403
+1,867
| +1% | +$59.5K | 4.34% | 8 |
|
|
2014
Q2 | $6.34M | Buy |
191,536
+2,414
| +1% | +$79.9K | 4.34% | 8 |
|
|
2014
Q1 | $5.55M | Buy |
189,122
+7,121
| +4% | +$209K | 3.97% | 8 |
|
|
2013
Q4 | $5.75M | Buy |
182,001
+11,058
| +6% | +$349K | 4.19% | 7 |
|
|
2013
Q3 | $4.89M | Buy |
170,943
+4,135
| +2% | +$118K | 3.81% | 9 |
|
|
2013
Q2 | $4.75M | Buy |
+166,808
| New | +$4.75M | 3.72% | 8 |
|