Plante Moran Financial Advisors’s Weyerhaeuser WY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-100
| Closed | -$4K | – | 1131 |
|
|
2021
Q1 | $4K | Buy |
+100
| New | +$4K | ﹤0.01% | 836 |
|
|
2020
Q3 | – | Sell |
-750
| Closed | -$17K | – | 943 |
|
|
2020
Q2 | $17K | Hold |
750
| – | – | 0.01% | 460 |
|
|
2020
Q1 | $13K | Buy |
750
+18
| +2% | +$312 | 0.01% | 468 |
|
|
2019
Q4 | $22K | Buy |
732
+8
| +1% | +$240 | 0.01% | 448 |
|
|
2019
Q3 | $20K | Sell |
724
-1,026
| -59% | -$28.3K | 0.01% | 507 |
|
|
2019
Q2 | $46K | Buy |
1,750
+7
| +0.4% | +$184 | 0.01% | 355 |
|
|
2019
Q1 | $46K | Buy |
1,743
+1,644
| +1,661% | +$43.4K | 0.01% | 355 |
|
|
2018
Q4 | $2K | Buy |
+99
| New | +$2K | ﹤0.01% | 757 |
|
|
2018
Q3 | – | Sell |
-515
| Closed | -$19K | – | 852 |
|
|
2018
Q2 | $19K | Sell |
515
-13
| -2% | -$480 | 0.01% | 482 |
|
|
2018
Q1 | $18K | Buy |
528
+5
| +1% | +$170 | 0.01% | 524 |
|
|
2017
Q4 | $18K | Buy |
523
+21
| +4% | +$723 | 0.01% | 519 |
|
|
2017
Q3 | $17K | Buy |
502
+4
| +0.8% | +$135 | 0.01% | 483 |
|
|
2017
Q2 | $17K | Buy |
498
+3
| +0.6% | +$102 | 0.01% | 498 |
|
|
2017
Q1 | $17K | Sell |
495
-987
| -67% | -$33.9K | 0.01% | 506 |
|
|
2016
Q4 | $45K | Sell |
1,482
-80
| -5% | -$2.43K | 0.03% | 353 |
|
|
2016
Q3 | $50K | Buy |
1,562
+939
| +151% | +$30.1K | 0.03% | 322 |
|
|
2016
Q2 | $19K | Buy |
623
+97
| +18% | +$2.96K | 0.01% | 440 |
|
|
2016
Q1 | $16K | Buy |
526
+186
| +55% | +$5.66K | 0.01% | 416 |
|
|
2015
Q4 | $10K | Buy |
+340
| New | +$10K | 0.01% | 585 |
|