Gradient Investments’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 |
-466
| Closed | -$13.2K | – | 1321 |
|
|
2024
Q2 | $13.2K | Hold |
466
| – | – | ﹤0.01% | 693 |
|
|
2024
Q1 | $16.7K | Buy |
466
+382
| +455% | +$13.7K | ﹤0.01% | 578 |
|
|
2023
Q4 | $2.92K | Hold |
84
| – | – | ﹤0.01% | 1128 |
|
|
2023
Q3 | $2.58K | Hold |
84
| – | – | ﹤0.01% | 1110 |
|
|
2023
Q2 | $2.82K | Buy |
+84
| New | +$2.82K | ﹤0.01% | 1081 |
|
|
2023
Q1 | – | Sell |
-100
| Closed | -$3.1K | – | 1655 |
|
|
2022
Q4 | $3.1K | Hold |
100
| – | – | ﹤0.01% | 1020 |
|
|
2022
Q3 | $3K | Hold |
100
| – | – | ﹤0.01% | 1103 |
|
|
2022
Q2 | $3K | Hold |
100
| – | – | ﹤0.01% | 1012 |
|
|
2022
Q1 | $4K | Hold |
100
| – | – | ﹤0.01% | 949 |
|
|
2021
Q4 | $4K | Buy |
+100
| New | +$4K | ﹤0.01% | 989 |
|
|
2021
Q2 | – | Sell |
-4
| Closed | – | – | 1272 |
|
|
2021
Q1 | $0 | Hold |
4
| – | – | ﹤0.01% | 1308 |
|
|
2020
Q4 | $0 | Hold |
4
| – | – | ﹤0.01% | 1188 |
|
|
2020
Q3 | $0 | Hold |
4
| – | – | ﹤0.01% | 1234 |
|
|
2020
Q2 | $0 | Sell |
4
-700
| -99% | – | ﹤0.01% | 1221 |
|
|
2020
Q1 | $12K | Buy |
704
+688
| +4,300% | +$11.7K | ﹤0.01% | 626 |
|
|
2019
Q4 | $0 | Hold |
16
| – | – | ﹤0.01% | 1253 |
|
|
2019
Q3 | $0 | Buy |
16
+12
| +300% | – | ﹤0.01% | 1252 |
|
|
2019
Q2 | $0 | Hold |
4
| – | – | ﹤0.01% | 1087 |
|
|
2019
Q1 | $0 | Sell |
4
-198
| -98% | – | ﹤0.01% | 1020 |
|
|
2018
Q4 | $4K | Buy |
202
+198
| +4,950% | +$3.92K | ﹤0.01% | 761 |
|
|
2018
Q3 | $0 | Hold |
4
| – | – | ﹤0.01% | 1076 |
|
|
2018
Q2 | $0 | Hold |
4
| – | – | ﹤0.01% | 1155 |
|
|
2018
Q1 | $0 | Hold |
4
| – | – | ﹤0.01% | 1183 |
|
|
2017
Q4 | $0 | Buy |
+4
| New | – | ﹤0.01% | 1097 |
|
|
2017
Q3 | – | Sell |
-4
| Closed | – | – | 725 |
|
|
2017
Q2 | $0 | Sell |
4
-174
| -98% | – | ﹤0.01% | 924 |
|
|
2017
Q1 | $6K | Sell |
178
-240
| -57% | -$8.09K | ﹤0.01% | 597 |
|
|
2016
Q4 | $13K | Hold |
418
| – | – | ﹤0.01% | 423 |
|
|
2016
Q3 | $13K | Hold |
418
| – | – | ﹤0.01% | 419 |
|
|
2016
Q2 | $12K | Hold |
418
| – | – | ﹤0.01% | 410 |
|
|
2016
Q1 | $13K | Buy |
+418
| New | +$13K | ﹤0.01% | 410 |
|
|
2014
Q1 | – | Sell |
-1,398
| Closed | -$44K | – | 641 |
|
|
2013
Q4 | $44K | Buy |
+1,398
| New | +$44K | 0.01% | 234 |
|