WBH Advisory’s Weyerhaeuser WY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-10,435
| Closed | -$315K | – | 247 |
|
|
2019
Q4 | $315K | Sell |
10,435
-356
| -3% | -$10.7K | 0.06% | 197 |
|
|
2019
Q3 | $298K | Sell |
10,791
-2,183
| -17% | -$60.3K | 0.07% | 197 |
|
|
2019
Q2 | $341K | Sell |
12,974
-1,223
| -9% | -$32.1K | 0.08% | 179 |
|
|
2019
Q1 | $373K | Sell |
14,197
-5,426
| -28% | -$143K | 0.09% | 174 |
|
|
2018
Q4 | $428 | Sell |
19,623
-225
| -1% | -$5 | 0.1% | 155 |
|
|
2018
Q3 | $640K | Buy |
19,848
+12,932
| +187% | +$417K | 0.16% | 128 |
|
|
2018
Q2 | $252K | Buy |
6,916
+3
| +0% | +$109 | 0.07% | 207 |
|
|
2018
Q1 | $241K | Sell |
6,913
-696
| -9% | -$24.3K | 0.07% | 208 |
|
|
2017
Q4 | $268K | Sell |
7,609
-313
| -4% | -$11K | 0.07% | 197 |
|
|
2017
Q3 | $269K | Sell |
7,922
-207
| -3% | -$7.03K | 0.08% | 195 |
|
|
2017
Q2 | $272K | Buy |
8,129
+6
| +0.1% | +$201 | 0.08% | 196 |
|
|
2017
Q1 | $276K | Buy |
8,123
+645
| +9% | +$21.9K | 0.08% | 195 |
|
|
2016
Q4 | $225K | Buy |
7,478
+5
| +0.1% | +$150 | 0.08% | 209 |
|
|
2016
Q3 | $238K | Buy |
+7,473
| New | +$238K | 0.08% | 193 |
|
|
2016
Q2 | – | Sell |
-8,692
| Closed | -$269K | – | 208 |
|
|
2016
Q1 | $269K | Buy |
+8,692
| New | +$269K | 0.09% | 166 |
|