Omnia 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 |
-169
| Closed | -$4K | – | 535 |
|
|
2019
Q1 | $4K | Hold |
169
| – | – | ﹤0.01% | 360 |
|
|
2018
Q4 | $4K | Buy |
+169
| New | +$4K | ﹤0.01% | 317 |
|
|
2017
Q3 | – | Sell |
-80
| Closed | -$3K | – | 697 |
|
|
2017
Q2 | $3K | Hold |
80
| – | – | ﹤0.01% | 542 |
|
|
2017
Q1 | $3K | Hold |
80
| – | – | ﹤0.01% | 540 |
|
|
2016
Q4 | $2K | Buy |
+80
| New | +$2K | ﹤0.01% | 635 |
|