Transform Wealth’s Weyerhaeuser WY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
-12,334
| Closed | -$270K | – | 187 |
|
|
2018
Q4 | $270K | Sell |
12,334
-10,758
| -47% | -$236K | 0.06% | 152 |
|
|
2018
Q3 | $745K | Sell |
23,092
-6,481
| -22% | -$209K | 0.13% | 132 |
|
|
2018
Q2 | $1.08M | Sell |
29,573
-3,174
| -10% | -$116K | 0.2% | 129 |
|
|
2018
Q1 | $1.15M | Sell |
32,747
-3,719
| -10% | -$130K | 0.22% | 133 |
|
|
2017
Q4 | $1.29M | Sell |
36,466
-1,908
| -5% | -$67.3K | 0.24% | 133 |
|
|
2017
Q3 | $1.31M | Buy |
+38,374
| New | +$1.31M | 0.46% | 81 |
|
|
2017
Q2 | – | Sell |
-45,899
| Closed | -$1.56M | – | 193 |
|
|
2017
Q1 | $1.56M | Sell |
45,899
-1,544
| -3% | -$52.5K | 0.58% | 47 |
|
|
2016
Q4 | $1.43M | Buy |
47,443
+9,660
| +26% | +$291K | 0.57% | 50 |
|
|
2016
Q3 | $1.21M | Sell |
37,783
-9,325
| -20% | -$298K | 0.52% | 63 |
|
|
2016
Q2 | $1.4M | Buy |
+47,108
| New | +$1.4M | 0.59% | 57 |
|