Perigon Wealth Management’s Weyerhaeuser WY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-3,719
| Closed | -$125K | – | 1032 |
|
|
2020
Q4 | $125K | Buy |
+3,719
| New | +$125K | 0.01% | 492 |
|
|
2018
Q2 | – | Sell |
-2,400
| Closed | -$84K | – | 596 |
|
|
2018
Q1 | $84K | Hold |
2,400
| – | – | 0.03% | 253 |
|
|
2017
Q4 | $85K | Sell |
2,400
-1,294
| -35% | -$45.8K | 0.03% | 225 |
|
|
2017
Q3 | $126K | Sell |
3,694
-36,233
| -91% | -$1.24M | 0.04% | 236 |
|
|
2017
Q2 | $1.34M | Sell |
39,927
-23,076
| -37% | -$773K | 0.29% | 99 |
|
|
2017
Q1 | $2.14M | Buy |
63,003
+6
| +0% | +$204 | 0.45% | 72 |
|
|
2016
Q4 | $2.17M | Sell |
62,997
-12,757
| -17% | -$439K | 0.47% | 69 |
|
|
2016
Q3 | $2.42M | Buy |
75,754
+416
| +0.6% | +$13.3K | 0.62% | 49 |
|
|
2016
Q2 | $2.24M | Buy |
+75,338
| New | +$2.24M | 0.6% | 47 |
|
|
2016
Q1 | – | Sell |
-74,716
| Closed | -$2.24M | – | 327 |
|
|
2015
Q4 | $2.24M | Buy |
+74,716
| New | +$2.24M | 0.62% | 45 |
|