B. Riley Wealth Management’s Weyerhaeuser WY Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q2 | $430 | Buy |
12,997
+3,843
| +42% | +$127 | ﹤0.01% | 447 |
|
2022
Q1 | $347K | Buy |
9,154
+590
| +7% | +$22.4K | 0.03% | 415 |
|
2021
Q4 | $353K | Sell |
8,564
-223
| -3% | -$9.19K | 0.02% | 427 |
|
2021
Q3 | $313K | Buy |
8,787
+1,132
| +15% | +$40.3K | 0.02% | 444 |
|
2021
Q2 | $263K | Hold |
7,655
| – | – | 0.03% | 335 |
|
2021
Q1 | $273K | Buy |
+7,655
| New | +$273K | 0.03% | 313 |
|
2020
Q4 | – | Sell |
-7,655
| Closed | -$218K | – | 472 |
|
2020
Q3 | $218K | Sell |
7,655
-4,554
| -37% | -$130K | 0.03% | 346 |
|
2020
Q2 | $274K | Sell |
12,209
-3,172
| -21% | -$71.2K | 0.03% | 320 |
|
2020
Q1 | $261K | Buy |
+15,381
| New | +$261K | 0.03% | 381 |
|
2019
Q2 | – | Sell |
-8,280
| Closed | -$218K | – | 439 |
|
2019
Q1 | $218K | Buy |
+8,280
| New | +$218K | 0.04% | 334 |
|
2018
Q4 | – | Sell |
-6,979
| Closed | -$225K | – | 411 |
|
2018
Q3 | $225K | Buy |
+6,979
| New | +$225K | 0.06% | 264 |
|
2015
Q3 | – | Sell |
-2,714
| Closed | -$85K | – | 764 |
|
2015
Q2 | $85K | Buy |
2,714
+24
| +0.9% | +$752 | 0.07% | 305 |
|
2015
Q1 | $89K | Buy |
2,690
+23
| +0.9% | +$761 | 0.07% | 309 |
|
2014
Q4 | $95K | Buy |
2,667
+22
| +0.8% | +$784 | 0.08% | 281 |
|
2014
Q3 | $84K | Buy |
2,645
+23
| +0.9% | +$730 | 0.06% | 320 |
|
2014
Q2 | $86K | Buy |
2,622
+18
| +0.7% | +$590 | 0.06% | 378 |
|
2014
Q1 | $76K | Buy |
+2,604
| New | +$76K | 0.06% | 369 |
|