WFG Advisors’s Weyerhaeuser WY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | $55K | Buy |
1,641
+308
| +23% | +$10.3K | 0.01% | 677 |
|
|
2017
Q1 | $45K | Sell |
1,333
-6,771
| -84% | -$229K | 0.01% | 685 |
|
|
2016
Q4 | $244K | Buy |
8,104
+8
| +0.1% | +$241 | 0.06% | 324 |
|
|
2016
Q3 | $259K | Sell |
8,096
-392
| -5% | -$12.5K | 0.06% | 306 |
|
|
2016
Q2 | $253K | Sell |
8,488
-6,572
| -44% | -$196K | 0.07% | 275 |
|
|
2016
Q1 | $467K | Buy |
15,060
+9,860
| +190% | +$306K | 0.14% | 171 |
|
|
2015
Q4 | $156K | Sell |
5,200
-200
| -4% | -$6K | 0.05% | 354 |
|
|
2015
Q3 | $148K | Sell |
5,400
-200
| -4% | -$5.48K | 0.05% | 358 |
|
|
2015
Q2 | $176K | Sell |
5,600
-126
| -2% | -$3.96K | 0.05% | 376 |
|
|
2015
Q1 | $190K | Sell |
5,726
-479
| -8% | -$15.9K | 0.05% | 364 |
|
|
2014
Q4 | $223K | Buy |
6,205
+5
| +0.1% | +$180 | 0.05% | 393 |
|
|
2014
Q3 | $198K | Buy |
6,200
+502
| +9% | +$16K | 0.04% | 451 |
|
|
2014
Q2 | $189K | Buy |
5,698
+302
| +6% | +$10K | 0.04% | 456 |
|
|
2014
Q1 | $158K | Sell |
5,396
-197
| -4% | -$5.77K | 0.03% | 486 |
|
|
2013
Q4 | $177K | Buy |
5,593
+2
| +0% | +$63 | 0.03% | 561 |
|
|
2013
Q3 | $160K | Buy |
5,591
+2
| +0% | +$57 | 0.02% | 554 |
|
|
2013
Q2 | $159K | Buy |
+5,589
| New | +$159K | 0.03% | 522 |
|