Reilly 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
Q4 | $21K | Hold |
506
| – | – | ﹤0.01% | 569 |
|
|
2021
Q3 | $18K | Hold |
506
| – | – | ﹤0.01% | 548 |
|
|
2021
Q2 | $17K | Hold |
506
| – | – | ﹤0.01% | 588 |
|
|
2021
Q1 | $18K | Buy |
+506
| New | +$18K | ﹤0.01% | 564 |
|
|
2018
Q4 | – | Sell |
-320
| Closed | -$10K | – | 1034 |
|
|
2018
Q3 | $10K | Hold |
320
| – | – | ﹤0.01% | 707 |
|
|
2018
Q2 | $12K | Hold |
320
| – | – | ﹤0.01% | 627 |
|
|
2018
Q1 | $11K | Hold |
320
| – | – | ﹤0.01% | 637 |
|
|
2017
Q4 | $11K | Hold |
320
| – | – | ﹤0.01% | 639 |
|
|
2017
Q3 | $11K | Sell |
320
-400
| -56% | -$13.8K | ﹤0.01% | 624 |
|
|
2017
Q2 | $24K | Hold |
720
| – | – | ﹤0.01% | 463 |
|
|
2017
Q1 | $24K | Hold |
720
| – | – | ﹤0.01% | 448 |
|
|
2016
Q4 | $22K | Hold |
720
| – | – | ﹤0.01% | 434 |
|
|
2016
Q3 | $23K | Hold |
720
| – | – | ﹤0.01% | 393 |
|
|
2016
Q2 | $21K | Hold |
720
| – | – | ﹤0.01% | 385 |
|
|
2016
Q1 | $22K | Buy |
+720
| New | +$22K | ﹤0.01% | 432 |
|
|
2015
Q3 | – | Sell |
-100
| Closed | -$3K | – | 1399 |
|
|
2015
Q2 | $3K | Buy |
+100
| New | +$3K | ﹤0.01% | 1194 |
|
|
2014
Q2 | – | Sell |
-141
| Closed | -$4K | – | 893 |
|
|
2014
Q1 | $4K | Buy |
141
+41
| +41% | +$1.16K | ﹤0.01% | 704 |
|
|
2013
Q4 | $3K | Hold |
100
| – | – | ﹤0.01% | 767 |
|
|
2013
Q3 | $3K | Sell |
100
-110
| -52% | -$3.3K | ﹤0.01% | 679 |
|
|
2013
Q2 | $6K | Buy |
+210
| New | +$6K | ﹤0.01% | 596 |
|