BSW Wealth Partners’s Weyerhaeuser WY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-5,939
| Closed | -$201K | – | 324 |
|
|
2024
Q3 | $201K | Buy |
+5,939
| New | +$201K | 0.03% | 288 |
|
|
2024
Q2 | – | Sell |
-6,075
| Closed | -$218K | – | 307 |
|
|
2024
Q1 | $218K | Buy |
6,075
+240
| +4% | +$8.62K | 0.04% | 268 |
|
|
2023
Q4 | $203K | Buy |
+5,835
| New | +$203K | 0.04% | 261 |
|
|
2022
Q2 | – | Sell |
-5,766
| Closed | -$219K | – | 311 |
|
|
2022
Q1 | $219K | Sell |
5,766
-155
| -3% | -$5.89K | 0.06% | 261 |
|
|
2021
Q4 | $244K | Buy |
+5,921
| New | +$244K | 0.06% | 221 |
|