Nicola Wealth Management’s Weyerhaeuser WY Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2019
Q3 | – | Sell |
-132,000
| Closed | -$3.48M | – | 96 |
|
2019
Q2 | $3.48M | Hold |
132,000
| – | – | 0.58% | 67 |
|
2019
Q1 | $3.48M | Hold |
132,000
| – | – | 0.52% | 70 |
|
2018
Q4 | $2.89M | Buy |
132,000
+42,000
| +47% | +$918K | 0.48% | 80 |
|
2018
Q3 | $2.9M | Hold |
90,000
| – | – | 0.5% | 75 |
|
2018
Q2 | $3.28M | Hold |
90,000
| – | – | 0.64% | 59 |
|
2018
Q1 | $3.15M | Buy |
+90,000
| New | +$3.15M | 0.63% | 64 |
|