FSWA
Financial Synergies Wealth Advisors’s Weyerhaeuser WY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-1,505
| Closed | -$54K | – | 486 |
|
|
2024
Q1 | $54K | Hold |
1,505
| – | – | 0.01% | 125 |
|
|
2023
Q4 | $46.7K | Hold |
1,505
| – | – | 0.01% | 96 |
|
|
2023
Q3 | $46.1K | Hold |
1,505
| – | – | 0.01% | 116 |
|
|
2023
Q2 | $50.4K | Hold |
1,505
| – | – | 0.01% | 107 |
|
|
2023
Q1 | $45.3K | Hold |
1,505
| – | – | 0.01% | 115 |
|
|
2022
Q4 | $46.7K | Hold |
1,505
| – | – | 0.01% | 96 |
|
|
2022
Q3 | $43K | Hold |
1,505
| – | – | 0.01% | 99 |
|
|
2022
Q2 | $49.8K | Buy |
+1,505
| New | +$49.8K | 0.01% | 106 |
|