Wunderlich Capital Managemnt’s Weyerhaeuser WY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-28,369
| Closed | -$915K | – | 102 |
|
|
2018
Q3 | $915K | Sell |
28,369
-1,225
| -4% | -$39.5K | 0.65% | 67 |
|
|
2018
Q2 | $1.08M | Buy |
29,594
+164
| +0.6% | +$5.98K | 0.75% | 68 |
|
|
2018
Q1 | $1.03M | Buy |
29,430
+960
| +3% | +$33.6K | 0.71% | 75 |
|
|
2017
Q4 | $1M | Buy |
28,470
+379
| +1% | +$13.4K | 0.7% | 72 |
|
|
2017
Q3 | $956K | Sell |
28,091
-114
| -0.4% | -$3.88K | 0.71% | 73 |
|
|
2017
Q2 | $945K | Buy |
28,205
+57
| +0.2% | +$1.91K | 0.71% | 70 |
|
|
2017
Q1 | $956K | Sell |
28,148
-188
| -0.7% | -$6.39K | 0.75% | 67 |
|
|
2016
Q4 | $853K | Hold |
28,336
| – | – | 0.69% | 69 |
|
|
2016
Q3 | $905K | Buy |
28,336
+791
| +3% | +$25.3K | 0.72% | 70 |
|
|
2016
Q2 | $820K | Buy |
27,545
+95
| +0.3% | +$2.83K | 0.69% | 70 |
|
|
2016
Q1 | $850K | Buy |
27,450
+438
| +2% | +$13.6K | 0.73% | 70 |
|
|
2015
Q4 | $810K | Buy |
27,012
+510
| +2% | +$15.3K | 0.7% | 72 |
|
|
2015
Q3 | $725K | Buy |
+26,502
| New | +$725K | 0.67% | 77 |
|