Heritage Wealth 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 |
-485
| Closed | -$18K | – | 586 |
|
|
2022
Q1 | $18K | Hold |
485
| – | – | ﹤0.01% | 407 |
|
|
2021
Q4 | $20K | Hold |
485
| – | – | ﹤0.01% | 412 |
|
|
2021
Q3 | $17.3K | Hold |
485
| – | – | ﹤0.01% | 413 |
|
|
2021
Q2 | $16.7K | Hold |
485
| – | – | ﹤0.01% | 428 |
|
|
2021
Q1 | $17.3K | Hold |
485
| – | – | ﹤0.01% | 435 |
|
|
2020
Q4 | $16K | Hold |
485
| – | – | ﹤0.01% | 431 |
|
|
2020
Q3 | $13.8K | Hold |
485
| – | – | ﹤0.01% | 383 |
|
|
2020
Q2 | $10.9K | Hold |
485
| – | – | ﹤0.01% | 377 |
|
|
2020
Q1 | $8.22K | Sell |
485
-580
| -54% | -$9.83K | ﹤0.01% | 380 |
|
|
2019
Q4 | $32.2K | Hold |
1,065
| – | – | ﹤0.01% | 338 |
|
|
2019
Q3 | $29K | Sell |
1,065
-17
| -2% | -$463 | ﹤0.01% | 324 |
|
|
2019
Q2 | $28.5K | Hold |
1,082
| – | – | ﹤0.01% | 308 |
|
|
2019
Q1 | $28.5K | Hold |
1,082
| – | – | ﹤0.01% | 272 |
|
|
2018
Q4 | $23K | Hold |
1,082
| – | – | ﹤0.01% | 255 |
|
|
2018
Q3 | $34K | Buy |
+1,082
| New | +$34K | 0.01% | 230 |
|