YorkBridge Wealth Partners’s Weyerhaeuser WY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-2,938
| Closed | -$77K | – | 657 |
|
|
2019
Q2 | $77K | Sell |
2,938
-75
| -2% | -$1.97K | 0.03% | 329 |
|
|
2019
Q1 | $79K | Hold |
3,013
| – | – | 0.04% | 308 |
|
|
2018
Q4 | $66K | Sell |
3,013
-8,387
| -74% | -$184K | 0.03% | 305 |
|
|
2018
Q3 | $363K | Sell |
11,400
-346
| -3% | -$11K | 0.17% | 122 |
|
|
2018
Q2 | $428K | Buy |
11,746
+472
| +4% | +$17.2K | 0.19% | 115 |
|
|
2018
Q1 | $405K | Buy |
11,274
+876
| +8% | +$31.5K | 0.19% | 115 |
|
|
2017
Q4 | $362K | Buy |
10,398
+2,848
| +38% | +$99.2K | 0.17% | 122 |
|
|
2017
Q3 | $257K | Sell |
7,550
-5,338
| -41% | -$182K | 0.13% | 149 |
|
|
2017
Q2 | $434K | Sell |
12,888
-200
| -2% | -$6.74K | 0.23% | 94 |
|
|
2017
Q1 | $441K | Buy |
13,088
+558
| +4% | +$18.8K | 0.23% | 92 |
|
|
2016
Q4 | $401K | Buy |
+12,530
| New | +$401K | 0.24% | 96 |
|