Optimum Investment Advisors’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 |
-800
| Closed | -$21K | – | 1001 |
|
|
2019
Q1 | $21K | Hold |
800
| – | – | 0.01% | 682 |
|
|
2018
Q4 | $17K | Sell |
800
-2,400
| -75% | -$51K | 0.01% | 679 |
|
|
2018
Q3 | $103K | Hold |
3,200
| – | – | 0.03% | 395 |
|
|
2018
Q2 | $117K | Hold |
3,200
| – | – | 0.03% | 383 |
|
|
2018
Q1 | $112K | Buy |
+3,200
| New | +$112K | 0.03% | 384 |
|
|
2014
Q4 | – | Sell |
-144
| Closed | -$5K | – | 1028 |
|
|
2014
Q3 | $5K | Hold |
144
| – | – | ﹤0.01% | 845 |
|
|
2014
Q2 | $5K | Hold |
144
| – | – | ﹤0.01% | 842 |
|
|
2014
Q1 | $4K | Hold |
144
| – | – | ﹤0.01% | 686 |
|
|
2013
Q4 | $5K | Hold |
144
| – | – | ﹤0.01% | 671 |
|
|
2013
Q3 | $4K | Buy |
+144
| New | +$4K | ﹤0.01% | 653 |
|