CWS Financial Advisors’s Weyerhaeuser WY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-15,274
| Closed | -$531K | – | 151 |
|
|
2023
Q4 | $531K | Sell |
15,274
-5,032
| -25% | -$175K | 0.2% | 75 |
|
|
2023
Q3 | $623K | Hold |
20,306
| – | – | 0.25% | 61 |
|
|
2023
Q2 | $680K | Sell |
20,306
-135
| -0.7% | -$4.52K | 0.26% | 61 |
|
|
2023
Q1 | $616K | Sell |
20,441
-1,437
| -7% | -$43.3K | 0.25% | 67 |
|
|
2022
Q4 | $779K | Buy |
21,878
+1,406
| +7% | +$50.1K | 0.34% | 54 |
|
|
2022
Q3 | $585K | Hold |
20,472
| – | – | 0.28% | 62 |
|
|
2022
Q2 | $678K | Sell |
20,472
-1,458
| -7% | -$48.3K | 0.31% | 58 |
|
|
2022
Q1 | $831K | Hold |
21,930
| – | – | 0.31% | 54 |
|
|
2021
Q4 | $903K | Buy |
+21,930
| New | +$903K | 0.32% | 56 |
|
|
2021
Q2 | $753K | Hold |
21,878
| – | – | 0.3% | 59 |
|
|
2021
Q1 | $779K | Sell |
21,878
-396
| -2% | -$14.1K | 0.34% | 54 |
|
|
2020
Q4 | $747K | Buy |
22,274
+7
| +0% | +$235 | 0.43% | 49 |
|
|
2020
Q3 | $635K | Hold |
22,267
| – | – | 0.42% | 49 |
|
|
2020
Q2 | $500K | Buy |
22,267
+5,090
| +30% | +$114K | 0.36% | 62 |
|
|
2020
Q1 | $519K | Hold |
17,177
| – | – | 0.38% | 57 |
|
|
2019
Q4 | $519K | Buy |
+17,177
| New | +$519K | 0.38% | 58 |
|