Journey Advisory Group’s Weyerhaeuser WY Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q3 | – | Sell |
-5,980
| Closed | -$221K | – | 254 |
|
2022
Q2 | $221K | Sell |
5,980
-4,550
| -43% | -$168K | 0.05% | 229 |
|
2022
Q1 | $399K | Sell |
10,530
-1,395
| -12% | -$52.9K | 0.1% | 160 |
|
2021
Q4 | $491K | Hold |
11,925
| – | – | 0.14% | 135 |
|
2021
Q3 | $424K | Sell |
11,925
-16,690
| -58% | -$593K | 0.14% | 135 |
|
2021
Q2 | $985K | Sell |
28,615
-160
| -0.6% | -$5.51K | 0.31% | 71 |
|
2021
Q1 | $1.02M | Sell |
28,775
-705
| -2% | -$25.1K | 0.36% | 67 |
|
2020
Q4 | $988K | Buy |
+29,480
| New | +$988K | 0.37% | 66 |
|