Axxcess Wealth Management’s Weyerhaeuser WY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-6,852
| Closed | -$232K | – | 942 |
|
|
2024
Q3 | $232K | Sell |
6,852
-479
| -7% | -$16.2K | 0.01% | 782 |
|
|
2024
Q2 | $208K | Sell |
7,331
-1,000
| -12% | -$28.4K | 0.01% | 786 |
|
|
2024
Q1 | $299K | Sell |
8,331
-10
| -0.1% | -$359 | 0.01% | 664 |
|
|
2023
Q4 | $290K | Buy |
+8,341
| New | +$290K | 0.01% | 649 |
|
|
2022
Q2 | – | Sell |
-11,729
| Closed | -$445K | – | 680 |
|
|
2022
Q1 | $445K | Buy |
+11,729
| New | +$445K | 0.03% | 374 |
|