EWA
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Elevate Wealth Advisory’s Weyerhaeuser WY Stock Holding History

Elevate Wealth Advisory’s Portfolio WY Stock Details WY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-7,758
Closed -$263K – 119
2024
Q3 		$263K Hold
7,758
– – 0.2% 56
2024
Q2 		$220K Hold
7,758
– – 0.18% 62
2024
Q1 		$279K Hold
7,758
– – 0.24% 48
2023
Q4 		$270K Buy
+7,758
New +$270K 0.25% 48