Cerity Partners’s West Fraser Timber WFG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $10.5M | Sell |
143,176
-1,167
| -0.8% | -$85.5K | 0.02% | 513 |
|
|
2025
Q1 | $11.1M | Sell |
144,343
-684
| -0.5% | -$52.6K | 0.02% | 457 |
|
|
2024
Q4 | $14.1M | Sell |
145,027
-102,373
| -41% | -$9.93M | 0.03% | 396 |
|
|
2024
Q3 | $24.1M | Buy |
247,400
+138,871
| +128% | +$13.5M | 0.05% | 283 |
|
|
2024
Q2 | $8.34M | Sell |
108,529
-141,289
| -57% | -$10.9M | 0.02% | 467 |
|
|
2024
Q1 | $21.6M | Buy |
249,818
+141,520
| +131% | +$12.2M | 0.06% | 281 |
|
|
2023
Q4 | $9.27M | Buy |
108,298
+104,386
| +2,668% | +$8.93M | 0.03% | 381 |
|
|
2023
Q3 | $284K | Sell |
3,912
-106,103
| -96% | -$7.7M | ﹤0.01% | 1162 |
|
|
2023
Q2 | $9.46M | Sell |
110,015
-690
| -0.6% | -$59.3K | 0.04% | 354 |
|
|
2023
Q1 | $7.9M | Buy |
110,705
+106,812
| +2,744% | +$7.62M | 0.02% | 394 |
|
|
2022
Q4 | $281K | Sell |
3,893
-348
| -8% | -$25.1K | ﹤0.01% | 1168 |
|
|
2022
Q3 | $307K | Buy |
4,241
+207
| +5% | +$15K | ﹤0.01% | 883 |
|
|
2022
Q2 | $310K | Buy |
+4,034
| New | +$310K | ﹤0.01% | 896 |
|
|
2022
Q1 | – | Sell |
-4,423
| Closed | -$421K | – | 1126 |
|
|
2021
Q4 | $421K | Buy |
+4,423
| New | +$421K | 0.01% | 645 |
|