Geller Advisors’s Weyerhaeuser WY Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q2
Sell
-5,946
Closed -$225K 175
2022
Q1
$225K Sell
5,946
-74
-1% -$2.8K 0.04% 147
2021
Q4
$248K Buy
6,020
+81
+1% +$3.34K 0.05% 139
2021
Q3
$211K Buy
+5,939
New +$211K 0.05% 151