One Wealth Advisors’s PotlatchDeltic PCH Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2018
Q4 | – | Sell |
-1,388
| Closed | -$62K | – | 372 |
|
2018
Q3 | $62K | Sell |
1,388
-36
| -3% | -$1.61K | 0.05% | 248 |
|
2018
Q2 | $72K | Buy |
1,424
+13
| +0.9% | +$657 | 0.06% | 227 |
|
2018
Q1 | $73K | Sell |
1,411
-92
| -6% | -$4.76K | 0.06% | 214 |
|
2017
Q4 | $75K | Buy |
+1,503
| New | +$75K | 0.06% | 237 |
|