Security National Trust’s Weyerhaeuser WY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-2,000
| Closed | -$45K | – | 427 |
|
|
2020
Q2 | $45K | Sell |
2,000
-977
| -33% | -$22K | 0.01% | 262 |
|
|
2020
Q1 | $50K | Buy |
2,977
+977
| +49% | +$16.4K | 0.02% | 242 |
|
|
2019
Q4 | $60K | Hold |
2,000
| – | – | 0.02% | 251 |
|
|
2019
Q3 | $55K | Hold |
2,000
| – | – | 0.02% | 246 |
|
|
2019
Q2 | $53K | Hold |
2,000
| – | – | 0.02% | 252 |
|
|
2019
Q1 | $53K | Hold |
2,000
| – | – | 0.02% | 250 |
|
|
2018
Q4 | $44K | Hold |
2,000
| – | – | 0.02% | 245 |
|
|
2018
Q3 | $65K | Hold |
2,000
| – | – | 0.02% | 243 |
|
|
2018
Q2 | $73K | Hold |
2,000
| – | – | 0.02% | 238 |
|
|
2018
Q1 | $70K | Sell |
2,000
-25
| -1% | -$875 | 0.02% | 241 |
|
|
2017
Q4 | $71K | Sell |
2,025
-50
| -2% | -$1.75K | 0.02% | 244 |
|
|
2017
Q3 | $71K | Hold |
2,075
| – | – | 0.02% | 246 |
|
|
2017
Q2 | $70K | Sell |
2,075
-1,600
| -44% | -$54K | 0.02% | 254 |
|
|
2017
Q1 | $124K | Sell |
3,675
-160
| -4% | -$5.4K | 0.04% | 213 |
|
|
2016
Q4 | $116K | Hold |
3,835
| – | – | 0.04% | 213 |
|
|
2016
Q3 | $122K | Buy |
3,835
+1,915
| +100% | +$60.9K | 0.04% | 207 |
|
|
2016
Q2 | $57K | Buy |
1,920
+85
| +5% | +$2.52K | 0.02% | 260 |
|
|
2016
Q1 | $57K | Buy |
1,835
+320
| +21% | +$9.94K | 0.02% | 257 |
|
|
2015
Q4 | $45K | Hold |
1,515
| – | – | 0.02% | 271 |
|
|
2015
Q3 | $41K | Hold |
1,515
| – | – | 0.02% | 286 |
|
|
2015
Q2 | $48K | Hold |
1,515
| – | – | 0.02% | 280 |
|
|
2015
Q1 | $50K | Hold |
1,515
| – | – | 0.02% | 284 |
|
|
2014
Q4 | $54K | Hold |
1,515
| – | – | 0.02% | 269 |
|
|
2014
Q3 | $48K | Hold |
1,515
| – | – | 0.02% | 276 |
|
|
2014
Q2 | $50K | Hold |
1,515
| – | – | 0.02% | 278 |
|
|
2014
Q1 | $44K | Hold |
1,515
| – | – | 0.02% | 293 |
|
|
2013
Q4 | $48K | Hold |
1,515
| – | – | 0.02% | 277 |
|
|
2013
Q3 | $43K | Hold |
1,515
| – | – | 0.02% | 277 |
|
|
2013
Q2 | $43K | Buy |
+1,515
| New | +$43K | 0.02% | 270 |
|