Wealthspire Advisors (Maryland)’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 |
-10,552
| Closed | -$237K | – | 552 |
|
|
2020
Q2 | $237K | Buy |
10,552
+155
| +1% | +$3.48K | 0.02% | 383 |
|
|
2020
Q1 | $176K | Sell |
10,397
-1,292
| -11% | -$21.9K | 0.02% | 401 |
|
|
2019
Q4 | $353K | Sell |
11,689
-755
| -6% | -$22.8K | 0.02% | 340 |
|
|
2019
Q3 | $345K | Sell |
12,444
-236
| -2% | -$6.54K | 0.03% | 317 |
|
|
2019
Q2 | $334K | Buy |
12,680
+1,526
| +14% | +$40.2K | 0.03% | 328 |
|
|
2019
Q1 | $294K | Sell |
11,154
-2,292
| -17% | -$60.4K | 0.02% | 364 |
|
|
2018
Q4 | $294K | Sell |
13,446
-1,499
| -10% | -$32.8K | 0.03% | 327 |
|
|
2018
Q3 | $482K | Sell |
14,945
-416
| -3% | -$13.4K | 0.04% | 254 |
|
|
2018
Q2 | $560K | Sell |
15,361
-295
| -2% | -$10.8K | 0.05% | 215 |
|
|
2018
Q1 | $548K | Buy |
15,656
+91
| +0.6% | +$3.19K | 0.05% | 226 |
|
|
2017
Q4 | $549K | Buy |
15,565
+1,088
| +8% | +$38.4K | 0.05% | 234 |
|
|
2017
Q3 | $493K | Sell |
14,477
-107
| -0.7% | -$3.64K | 0.05% | 241 |
|
|
2017
Q2 | $489K | Buy |
14,584
+5,549
| +61% | +$186K | 0.06% | 233 |
|
|
2017
Q1 | $307K | Buy |
9,035
+4,045
| +81% | +$137K | 0.04% | 283 |
|
|
2016
Q4 | $150K | Buy |
4,990
+192
| +4% | +$5.77K | 0.02% | 455 |
|
|
2016
Q3 | $153K | Sell |
4,798
-353
| -7% | -$11.3K | 0.02% | 461 |
|
|
2016
Q2 | $153K | Sell |
5,151
-1,215
| -19% | -$36.1K | 0.03% | 437 |
|
|
2016
Q1 | $197K | Buy |
6,366
+2,423
| +61% | +$75K | 0.03% | 365 |
|
|
2015
Q4 | $118K | Buy |
+3,943
| New | +$118K | 0.02% | 489 |
|