IHT Wealth Management’s Weyerhaeuser WY Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q4 | – | Sell |
-12,039
| Closed | -$407K | – | 1223 |
|
2024
Q3 | $407K | Buy |
+12,039
| New | +$407K | 0.01% | 787 |
|
2024
Q2 | – | Sell |
-6,783
| Closed | -$244K | – | 1081 |
|
2024
Q1 | $244K | Buy |
6,783
+217
| +3% | +$7.79K | 0.01% | 878 |
|
2023
Q4 | $228K | Buy |
+6,566
| New | +$228K | 0.01% | 869 |
|
2023
Q3 | – | Sell |
-6,344
| Closed | -$213K | – | 1029 |
|
2023
Q2 | $213K | Sell |
6,344
-1,297
| -17% | -$43.5K | 0.01% | 860 |
|
2023
Q1 | $230K | Buy |
7,641
+1,061
| +16% | +$32K | 0.01% | 797 |
|
2022
Q4 | $204K | Buy |
+6,580
| New | +$204K | 0.01% | 810 |
|
2018
Q2 | – | Sell |
-1,755
| Closed | -$61K | – | 1385 |
|
2018
Q1 | $61K | Sell |
1,755
-149
| -8% | -$5.18K | 0.02% | 621 |
|
2017
Q4 | $68K | Hold |
1,904
| – | – | 0.02% | 603 |
|
2017
Q3 | $65K | Buy |
1,904
+1,584
| +495% | +$54.1K | 0.03% | 453 |
|
2017
Q2 | $73 | Hold |
320
| – | – | 0.04% | 415 |
|
2017
Q1 | $11K | Sell |
320
-440
| -58% | -$15.1K | 0.01% | 823 |
|
2016
Q4 | $23K | Buy |
+760
| New | +$23K | 0.02% | 595 |
|