Physicians Financial Services’s Weyerhaeuser WY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-7,233
| Closed | -$218K | – | 120 |
|
|
2019
Q4 | $218K | Buy |
+7,233
| New | +$218K | 0.12% | 117 |
|
|
2019
Q3 | – | Sell |
-7,813
| Closed | -$206K | – | 123 |
|
|
2019
Q2 | $206K | Buy |
+7,813
| New | +$206K | 0.12% | 117 |
|
|
2019
Q1 | – | Sell |
-2,103
| Closed | -$218K | – | 116 |
|
|
2018
Q4 | $218K | Sell |
2,103
-4,600
| -69% | -$477K | 0.16% | 104 |
|
|
2018
Q3 | $217K | Hold |
6,703
| – | – | 0.15% | 104 |
|
|
2018
Q2 | $244K | Sell |
6,703
-102
| -1% | -$3.71K | 0.18% | 97 |
|
|
2018
Q1 | $238K | Buy |
6,805
+200
| +3% | +$7K | 0.19% | 97 |
|
|
2017
Q4 | $233K | Sell |
6,605
-300
| -4% | -$10.6K | 0.18% | 107 |
|
|
2017
Q3 | $235K | Hold |
6,905
| – | – | 0.19% | 104 |
|
|
2017
Q2 | $231K | Sell |
6,905
-160
| -2% | -$5.35K | 0.2% | 107 |
|
|
2017
Q1 | $240K | Sell |
7,065
-100
| -1% | -$3.4K | 0.21% | 100 |
|
|
2016
Q4 | $233K | Buy |
7,165
+300
| +4% | +$9.76K | 0.19% | 98 |
|
|
2016
Q3 | $219K | Hold |
6,865
| – | – | 0.18% | 99 |
|
|
2016
Q2 | $204K | Sell |
6,865
-300
| -4% | -$8.92K | 0.18% | 101 |
|
|
2016
Q1 | $222K | Buy |
7,165
+1,965
| +38% | +$60.9K | 0.2% | 100 |
|
|
2015
Q4 | $156K | Buy |
+5,200
| New | +$156K | 0.14% | 118 |
|