Rockefeller Financial Services’s Weyerhaeuser WY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q4 | $149K | Hold |
4,234
| – | – | ﹤0.01% | 361 |
|
|
2017
Q3 | $144K | Sell |
4,234
-688
| -14% | -$23.4K | ﹤0.01% | 362 |
|
|
2017
Q2 | $165K | Hold |
4,922
| – | – | ﹤0.01% | 310 |
|
|
2017
Q1 | $167K | Hold |
4,922
| – | – | ﹤0.01% | 323 |
|
|
2016
Q4 | $148K | Hold |
4,922
| – | – | ﹤0.01% | 354 |
|
|
2016
Q3 | $157K | Hold |
4,922
| – | – | ﹤0.01% | 320 |
|
|
2016
Q2 | $147K | Hold |
4,922
| – | – | ﹤0.01% | 336 |
|
|
2016
Q1 | $152K | Buy |
4,922
+4,800
| +3,934% | +$148K | ﹤0.01% | 341 |
|
|
2015
Q4 | $4K | Hold |
122
| – | – | ﹤0.01% | 511 |
|
|
2015
Q3 | $3K | Hold |
122
| – | – | ﹤0.01% | 500 |
|
|
2015
Q2 | $4K | Hold |
122
| – | – | ﹤0.01% | 449 |
|
|
2015
Q1 | $4K | Hold |
122
| – | – | ﹤0.01% | 502 |
|
|
2014
Q4 | $4K | Sell |
122
-366
| -75% | -$12K | ﹤0.01% | 465 |
|
|
2014
Q3 | $16K | Hold |
488
| – | – | ﹤0.01% | 438 |
|
|
2014
Q2 | $16K | Sell |
488
-2,800
| -85% | -$91.8K | ﹤0.01% | 490 |
|
|
2014
Q1 | $97K | Buy |
3,288
+2,800
| +574% | +$82.6K | ﹤0.01% | 392 |
|
|
2013
Q4 | $15K | Hold |
488
| – | – | ﹤0.01% | 453 |
|
|
2013
Q3 | $14K | Hold |
488
| – | – | ﹤0.01% | 459 |
|
|
2013
Q2 | $14K | Buy |
+488
| New | +$14K | ﹤0.01% | 456 |
|