YorkBridge Wealth Partners’s Weyerhaeuser WY Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q3	–	Sell	-2,938	Closed	-$77K	–	657
2019 Q2	$77K	Sell	2,938 -75	-2%	-$1.91K	0.03%	329
2019 Q1	$79K	Hold	3,013	–	–	0.04%	308
2018 Q4	$66K	Sell	3,013 -8,387	-74%	-$223K	0.03%	305
2018 Q3	$363K	Sell	11,400 -346	-3%	-$12K	0.17%	122
2018 Q2	$428K	Buy	11,746 +472	+4%	+$17.3K	0.19%	115
2018 Q1	$405K	Buy	11,274 +876	+8%	+$30.9K	0.19%	115
2017 Q4	$362K	Buy	10,398 +2,848	+38%	+$101K	0.17%	122
2017 Q3	$257K	Sell	7,550 -5,338	-41%	-$175K	0.13%	149
2017 Q2	$434K	Sell	12,888 -200	-2%	-$6.73K	0.23%	94
2017 Q1	$441K	Buy	13,088 +558	+4%	+$18.1K	0.23%	92
2016 Q4	$401K	Buy	+12,530	New	+$386K	0.24%	96