Smith Salley Wealth Management’s Weyerhaeuser WY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | – | Sell |
-46,581
| Closed | -$1.64M | – | 188 |
|
|
2017
Q4 | $1.64M | Buy |
46,581
+1,517
| +3% | +$53.5K | 0.29% | 80 |
|
|
2017
Q3 | $1.53M | Buy |
45,064
+1,145
| +3% | +$39K | 0.29% | 87 |
|
|
2017
Q2 | $1.47M | Sell |
43,919
-19,545
| -31% | -$655K | 0.3% | 89 |
|
|
2017
Q1 | $2.16M | Buy |
63,464
+1,380
| +2% | +$46.9K | 0.44% | 78 |
|
|
2016
Q4 | $1.87M | Buy |
62,084
+3,004
| +5% | +$90.4K | 0.39% | 79 |
|
|
2016
Q3 | $1.89M | Buy |
59,080
+9,683
| +20% | +$309K | 0.42% | 76 |
|
|
2016
Q2 | $1.47M | Buy |
49,397
+8,593
| +21% | +$256K | 0.34% | 84 |
|
|
2016
Q1 | $1.26M | Buy |
40,804
+356
| +0.9% | +$11K | 0.32% | 85 |
|
|
2015
Q4 | $1.21M | Buy |
40,448
+924
| +2% | +$27.7K | 0.3% | 88 |
|
|
2015
Q3 | $1.08M | Buy |
+39,524
| New | +$1.08M | 0.29% | 89 |
|