Institute for Wealth Management’s West Fraser Timber WFG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-2,690
| Closed | -$231K | – | 472 |
|
|
2023
Q2 | $231K | Buy |
+2,690
| New | +$231K | 0.04% | 406 |
|
|
2023
Q1 | – | Sell |
-3,106
| Closed | -$225K | – | 464 |
|
|
2022
Q4 | $225K | Sell |
3,106
-105
| -3% | -$7.59K | 0.05% | 397 |
|
|
2022
Q3 | $233K | Sell |
3,211
-4,107
| -56% | -$298K | 0.05% | 387 |
|
|
2022
Q2 | $562K | Buy |
7,318
+3,936
| +116% | +$302K | 0.11% | 246 |
|
|
2022
Q1 | $279K | Sell |
3,382
-104
| -3% | -$8.58K | 0.05% | 440 |
|
|
2021
Q4 | $332K | Sell |
3,486
-516
| -13% | -$49.1K | 0.05% | 355 |
|
|
2021
Q3 | $337K | Buy |
4,002
+319
| +9% | +$26.9K | 0.06% | 340 |
|
|
2021
Q2 | $264K | Buy |
3,683
+421
| +13% | +$30.2K | 0.05% | 402 |
|
|
2021
Q1 | $235K | Buy |
+3,262
| New | +$235K | 0.04% | 406 |
|