Clearstead Trust’s Weyerhaeuser WY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.65K | Buy |
64
+3
| +5% | +$77 | ﹤0.01% | 1004 |
|
|
2025
Q1 | $1.79K | Buy |
+61
| New | +$1.79K | ﹤0.01% | 780 |
|
|
2022
Q4 | – | Sell |
-200
| Closed | -$6K | – | 402 |
|
|
2022
Q3 | $6K | Buy |
+200
| New | +$6K | ﹤0.01% | 321 |
|
|
2019
Q4 | – | Sell |
-483
| Closed | -$13K | – | 200 |
|
|
2019
Q3 | $13K | Buy |
+483
| New | +$13K | 0.01% | 159 |
|
|
2018
Q1 | – | Sell |
-201
| Closed | -$7K | – | 196 |
|
|
2017
Q4 | $7K | Hold |
201
| – | – | ﹤0.01% | 185 |
|
|
2017
Q3 | $7K | Buy |
+201
| New | +$7K | 0.01% | 200 |
|