Balasa Dinverno & Foltz’s Weyerhaeuser WY Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q3
$352K Sell
12,317
-6,013
-33% -$172K 0.02% 244
2022
Q2
$607K Buy
18,330
+1,892
+12% +$62.7K 0.04% 176
2022
Q1
$623K Buy
16,438
+4,806
+41% +$182K 0.04% 176
2021
Q4
$479K Buy
+11,632
New +$479K 0.03% 208