Consolidated Planning Corp’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 |
-6,589
| Closed | -$223K | – | 214 |
|
|
2024
Q3 | $223K | Buy |
+6,589
| New | +$223K | 0.03% | 185 |
|
|
2024
Q2 | – | Sell |
-7,932
| Closed | -$285K | – | 207 |
|
|
2024
Q1 | $285K | Hold |
7,932
| – | – | 0.05% | 142 |
|
|
2023
Q4 | $276K | Sell |
7,932
-16
| -0.2% | -$556 | 0.05% | 132 |
|
|
2023
Q3 | $244K | Buy |
7,948
+1,868
| +31% | +$57.3K | 0.05% | 137 |
|
|
2023
Q2 | $204K | Buy |
+6,080
| New | +$204K | 0.04% | 155 |
|
|
2022
Q3 | – | Sell |
-6,080
| Closed | -$201K | – | 125 |
|
|
2022
Q2 | $201K | Hold |
6,080
| – | – | 0.06% | 117 |
|
|
2022
Q1 | $230K | Hold |
6,080
| – | – | 0.16% | 54 |
|
|
2021
Q4 | $250K | Hold |
6,080
| – | – | 0.16% | 54 |
|
|
2021
Q3 | $216K | Hold |
6,080
| – | – | 0.14% | 55 |
|
|
2021
Q2 | $209K | Hold |
6,080
| – | – | 0.15% | 56 |
|
|
2021
Q1 | $216K | Hold |
6,080
| – | – | 0.14% | 50 |
|
|
2020
Q4 | $203K | Buy |
+6,080
| New | +$203K | 0.13% | 51 |
|