Patriot Financial Group Insurance Agency’s Weyerhaeuser WY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-247
| Closed | -$8K | – | 1964 |
|
|
2022
Q2 | $8K | Sell |
247
-165
| -40% | -$5.34K | ﹤0.01% | 1353 |
|
|
2022
Q1 | $16K | Sell |
412
-680
| -62% | -$26.4K | ﹤0.01% | 1190 |
|
|
2021
Q4 | $45K | Buy |
1,092
+13
| +1% | +$536 | 0.01% | 919 |
|
|
2021
Q3 | $38K | Buy |
1,079
+155
| +17% | +$5.46K | 0.01% | 972 |
|
|
2021
Q2 | $32K | Buy |
924
+713
| +338% | +$24.7K | 0.01% | 1006 |
|
|
2021
Q1 | $8K | Buy |
211
+108
| +105% | +$4.1K | ﹤0.01% | 1444 |
|
|
2020
Q4 | $3K | Hold |
103
| – | – | ﹤0.01% | 1592 |
|
|
2020
Q3 | $3K | Hold |
103
| – | – | ﹤0.01% | 1405 |
|
|
2020
Q2 | $2K | Sell |
103
-1,126
| -92% | -$21.9K | ﹤0.01% | 1437 |
|
|
2020
Q1 | $21K | Buy |
1,229
+73
| +6% | +$1.25K | 0.01% | 657 |
|
|
2019
Q4 | $35K | Buy |
1,156
+7
| +0.6% | +$212 | 0.01% | 559 |
|
|
2019
Q3 | $32K | Buy |
1,149
+110
| +11% | +$3.06K | 0.01% | 534 |
|
|
2019
Q2 | $28K | Buy |
1,039
+42
| +4% | +$1.13K | 0.01% | 559 |
|
|
2019
Q1 | $26K | Buy |
997
+8
| +0.8% | +$209 | 0.01% | 495 |
|
|
2018
Q4 | $22K | Buy |
989
+9
| +0.9% | +$200 | 0.01% | 457 |
|
|
2018
Q3 | $32K | Buy |
980
+580
| +145% | +$18.9K | 0.02% | 388 |
|
|
2018
Q2 | $15K | Sell |
400
-1,050
| -72% | -$39.4K | 0.02% | 337 |
|
|
2018
Q1 | $50K | Hold |
1,450
| – | – | 0.04% | 314 |
|
|
2017
Q4 | $51K | Sell |
1,450
-650
| -31% | -$22.9K | 0.04% | 296 |
|
|
2017
Q3 | $72K | Hold |
2,100
| – | – | 0.06% | 210 |
|
|
2017
Q2 | $68K | Hold |
2,100
| – | – | 0.07% | 198 |
|
|
2017
Q1 | $71K | Hold |
2,100
| – | – | 0.07% | 185 |
|
|
2016
Q4 | $63K | Buy |
+2,100
| New | +$63K | 0.09% | 188 |
|