Diversified Portfolios Inc’s Weyerhaeuser WY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-9,057
| Closed | -$259K | – | 136 |
|
|
2022
Q3 | $259K | Sell |
9,057
-4,407
| -33% | -$126K | 0.07% | 116 |
|
|
2022
Q2 | $446K | Sell |
13,464
-160
| -1% | -$5.3K | 0.12% | 78 |
|
|
2022
Q1 | $516K | Hold |
13,624
| – | – | 0.12% | 86 |
|
|
2021
Q4 | $561K | Sell |
13,624
-4,811
| -26% | -$198K | 0.13% | 79 |
|
|
2021
Q3 | $656K | Hold |
18,435
| – | – | 0.18% | 61 |
|
|
2021
Q2 | $635K | Buy |
18,435
+4,886
| +36% | +$168K | 0.24% | 53 |
|
|
2021
Q1 | $482K | Buy |
+13,549
| New | +$482K | 0.16% | 62 |
|