Foundations Investment Advisors’s Weyerhaeuser WY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-9,897
| Closed | -$281K | – | 868 |
|
|
2024
Q2 | $281K | Buy |
9,897
+1,314
| +15% | +$37.3K | 0.01% | 625 |
|
|
2024
Q1 | $308K | Sell |
8,583
-1,422
| -14% | -$51.1K | 0.01% | 573 |
|
|
2023
Q4 | $335K | Sell |
10,005
-467
| -4% | -$15.6K | 0.01% | 524 |
|
|
2023
Q3 | $321K | Buy |
10,472
+365
| +4% | +$11.2K | 0.01% | 496 |
|
|
2023
Q2 | $339K | Sell |
10,107
-1,735
| -15% | -$58.1K | 0.01% | 447 |
|
|
2023
Q1 | $357K | Sell |
11,842
-63,760
| -84% | -$1.92M | 0.01% | 370 |
|
|
2022
Q4 | $2.34M | Buy |
75,602
+56,855
| +303% | +$1.76M | 0.09% | 114 |
|
|
2022
Q3 | $535K | Buy |
18,747
+10,615
| +131% | +$303K | 0.02% | 229 |
|
|
2022
Q2 | $276K | Buy |
8,132
+60
| +0.7% | +$2.04K | 0.01% | 316 |
|
|
2022
Q1 | $322K | Sell |
8,072
-347
| -4% | -$13.8K | 0.01% | 261 |
|
|
2021
Q4 | $346K | Buy |
8,419
+116
| +1% | +$4.77K | 0.01% | 250 |
|
|
2021
Q3 | $297K | Buy |
8,303
+97
| +1% | +$3.47K | 0.01% | 252 |
|
|
2021
Q2 | $294K | Buy |
8,206
+1,658
| +25% | +$59.4K | 0.01% | 238 |
|
|
2021
Q1 | $241K | Buy |
+6,548
| New | +$241K | 0.01% | 195 |
|