BerganKDV 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 | $42.9K | Sell |
1,280
-32
| -2% | -$1.07K | ﹤0.01% | 397 |
|
|
2023
Q1 | $39.5K | Hold |
1,312
| – | – | ﹤0.01% | 421 |
|
|
2022
Q4 | $40.7K | Hold |
1,312
| – | – | ﹤0.01% | 398 |
|
|
2022
Q3 | $37K | Hold |
1,312
| – | – | ﹤0.01% | 405 |
|
|
2022
Q2 | $43K | Hold |
1,312
| – | – | ﹤0.01% | 399 |
|
|
2022
Q1 | $50K | Sell |
1,312
-432
| -25% | -$16.5K | 0.01% | 397 |
|
|
2021
Q4 | $72K | Buy |
1,744
+1,710
| +5,029% | +$70.6K | 0.01% | 374 |
|
|
2021
Q3 | $1K | Hold |
34
| – | – | ﹤0.01% | 1012 |
|
|
2021
Q2 | $1K | Hold |
34
| – | – | ﹤0.01% | 958 |
|
|
2021
Q1 | $1K | Hold |
34
| – | – | ﹤0.01% | 906 |
|
|
2020
Q4 | $1K | Hold |
34
| – | – | ﹤0.01% | 911 |
|
|
2020
Q3 | $1K | Hold |
34
| – | – | ﹤0.01% | 880 |
|
|
2020
Q2 | $1K | Sell |
34
-1,701
| -98% | -$50K | ﹤0.01% | 920 |
|
|
2020
Q1 | $29K | Hold |
1,735
| – | – | 0.01% | 385 |
|
|
2019
Q4 | $52K | Buy |
1,735
+64
| +4% | +$1.92K | 0.01% | 344 |
|
|
2019
Q3 | $46K | Buy |
+1,671
| New | +$46K | 0.01% | 343 |
|
|
2019
Q2 | – | Hold |
0
| – | -$44K | – | 343 |
|
|
2019
Q1 | – | Hold |
0
| – | -$35K | – | 358 |
|
|
2018
Q4 | – | Hold |
0
| – | -$51K | – | 339 |
|
|
2018
Q3 | – | Hold |
0
| – | -$58K | – | 317 |
|
|
2018
Q2 | – | Hold |
0
| – | – | – | 304 |
|