Carolina Wealth Advisors’s Weyerhaeuser WY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-4,220
| Closed | -$150K | – | 296 |
|
|
2021
Q3 | $150K | Buy |
4,220
+727
| +21% | +$25.8K | 0.1% | 87 |
|
|
2021
Q2 | $120K | Buy |
3,493
+770
| +28% | +$26.5K | 0.08% | 97 |
|
|
2021
Q1 | $97K | Buy |
2,723
+2,703
| +13,515% | +$96.3K | 0.07% | 97 |
|
|
2020
Q4 | $1K | Hold |
20
| – | – | ﹤0.01% | 239 |
|
|
2020
Q3 | $1K | Buy |
+20
| New | +$1K | ﹤0.01% | 214 |
|