Equitable 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 | – | Sell |
-16,065
| Closed | -$470K | – | 476 |
|
|
2025
Q1 | $470K | Hold |
16,065
| – | – | 0.03% | 316 |
|
|
2024
Q4 | $452K | Buy |
16,065
+38
| +0.2% | +$1.07K | 0.03% | 337 |
|
|
2024
Q3 | $543K | Buy |
+16,027
| New | +$543K | 0.03% | 297 |
|
|
2021
Q1 | – | Sell |
-8,991
| Closed | -$302K | – | 381 |
|
|
2020
Q4 | $302K | Hold |
8,991
| – | – | 0.02% | 291 |
|
|
2020
Q3 | $256K | Hold |
8,991
| – | – | 0.02% | 287 |
|
|
2020
Q2 | $202K | Buy |
+8,991
| New | +$202K | 0.02% | 303 |
|