Accel Wealth Management’s Weyerhaeuser WY Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q2 | – | Sell |
-363
| Closed | -$10.9K | – | 890 |
|
2023
Q1 | $10.9K | Hold |
363
| – | – | ﹤0.01% | 860 |
|
2022
Q4 | $11.3K | Hold |
363
| – | – | 0.01% | 680 |
|
2022
Q3 | $11K | Sell |
363
-600
| -62% | -$18.2K | 0.01% | 719 |
|
2022
Q2 | $33K | Hold |
963
| – | – | 0.02% | 433 |
|
2022
Q1 | $37K | Buy |
963
+363
| +61% | +$13.9K | 0.02% | 431 |
|
2021
Q4 | $25K | Hold |
600
| – | – | 0.01% | 526 |
|
2021
Q3 | $21K | Hold |
600
| – | – | 0.01% | 494 |
|
2021
Q2 | $21K | Hold |
600
| – | – | 0.01% | 533 |
|
2021
Q1 | $21K | Hold |
600
| – | – | 0.02% | 495 |
|
2020
Q4 | $20K | Buy |
+600
| New | +$20K | 0.02% | 496 |
|