Financial Advocates Investment Management’s Weyerhaeuser WY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-7,356
| Closed | -$228K | – | 817 |
|
|
2022
Q4 | $228K | Buy |
7,356
+8
| +0.1% | +$248 | 0.02% | 634 |
|
|
2022
Q3 | $210K | Buy |
7,348
+528
| +8% | +$15.1K | 0.02% | 666 |
|
|
2022
Q2 | $226K | Sell |
6,820
-1,254
| -16% | -$41.6K | 0.02% | 582 |
|
|
2022
Q1 | $306K | Buy |
8,074
+53
| +0.7% | +$2.01K | 0.02% | 571 |
|
|
2021
Q4 | $330K | Sell |
8,021
-779
| -9% | -$32.1K | 0.02% | 602 |
|
|
2021
Q3 | $313K | Buy |
8,800
+1,087
| +14% | +$38.7K | 0.02% | 605 |
|
|
2021
Q2 | $262K | Sell |
7,713
-2,525
| -25% | -$85.8K | 0.02% | 623 |
|
|
2021
Q1 | $365K | Sell |
10,238
-2,759
| -21% | -$98.4K | 0.03% | 539 |
|
|
2020
Q4 | $436K | Buy |
12,997
+2,929
| +29% | +$98.3K | 0.03% | 476 |
|
|
2020
Q3 | $287K | Sell |
10,068
-160
| -2% | -$4.56K | 0.02% | 477 |
|
|
2020
Q2 | $229K | Sell |
10,228
-341
| -3% | -$7.64K | 0.02% | 512 |
|
|
2020
Q1 | $180K | Buy |
10,569
+3,302
| +45% | +$56.2K | 0.03% | 436 |
|
|
2019
Q4 | $220K | Buy |
+7,267
| New | +$220K | 0.02% | 460 |
|
|
2019
Q3 | – | Sell |
-8,196
| Closed | -$216K | – | 504 |
|
|
2019
Q2 | $216K | Sell |
8,196
-1,732
| -17% | -$45.6K | 0.03% | 435 |
|
|
2019
Q1 | $262K | Sell |
9,928
-52
| -0.5% | -$1.37K | 0.03% | 384 |
|
|
2018
Q4 | $218K | Sell |
9,980
-4,642
| -32% | -$101K | 0.03% | 393 |
|
|
2018
Q3 | $472K | Buy |
14,622
+1,373
| +10% | +$44.3K | 0.05% | 295 |
|
|
2018
Q2 | $481K | Buy |
13,249
+33
| +0.2% | +$1.2K | 0.06% | 270 |
|
|
2018
Q1 | $463K | Buy |
13,216
+1,185
| +10% | +$41.5K | 0.06% | 267 |
|
|
2017
Q4 | $424K | Buy |
+12,031
| New | +$424K | 0.06% | 282 |
|