Kelly Financial Services’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 |
-59
| Closed | -$1.68K | – | 777 |
|
|
2024
Q2 | $1.68K | Hold |
59
| – | – | ﹤0.01% | 606 |
|
|
2024
Q1 | $2.11K | Buy |
59
+1
| +2% | +$36 | ﹤0.01% | 585 |
|
|
2023
Q4 | $2.02K | Sell |
58
-86
| -60% | -$2.99K | ﹤0.01% | 585 |
|
|
2023
Q3 | $4.42K | Buy |
144
+3
| +2% | +$92 | ﹤0.01% | 464 |
|
|
2023
Q2 | $4.74K | Hold |
141
| – | – | ﹤0.01% | 452 |
|
|
2023
Q1 | $4.24K | Buy |
141
+6
| +4% | +$180 | ﹤0.01% | 448 |
|
|
2022
Q4 | $4.18K | Buy |
135
+1
| +0.7% | +$31 | ﹤0.01% | 425 |
|
|
2022
Q3 | $3.83K | Buy |
134
+1
| +0.8% | +$29 | ﹤0.01% | 433 |
|
|
2022
Q2 | $4.42K | Hold |
133
| – | – | ﹤0.01% | 419 |
|
|
2022
Q1 | $5.03K | Buy |
133
+6
| +5% | +$227 | ﹤0.01% | 433 |
|
|
2021
Q4 | $5.24K | Buy |
127
+2
| +2% | +$83 | ﹤0.01% | 433 |
|
|
2021
Q3 | $4.45K | Sell |
125
-4,434
| -97% | -$158K | ﹤0.01% | 435 |
|
|
2021
Q2 | $132K | Buy |
4,559
+4,437
| +3,637% | +$128K | 0.01% | 343 |
|
|
2021
Q1 | $4.34K | Buy |
122
+1
| +0.8% | +$36 | ﹤0.01% | 413 |
|
|
2020
Q4 | $4.07K | Buy |
121
+50
| +70% | +$1.68K | ﹤0.01% | 391 |
|
|
2020
Q3 | $2.02K | Hold |
71
| – | – | ﹤0.01% | 435 |
|
|
2020
Q2 | $1.59K | Hold |
71
| – | – | ﹤0.01% | 461 |
|
|
2020
Q1 | $1.2K | Buy |
71
+2
| +3% | +$34 | ﹤0.01% | 439 |
|
|
2019
Q4 | $2.09K | Hold |
69
| – | – | ﹤0.01% | 411 |
|
|
2019
Q3 | $1.9K | Buy |
69
+1
| +1% | +$28 | ﹤0.01% | 404 |
|
|
2019
Q2 | $1.78K | Buy |
68
+1
| +1% | +$26 | ﹤0.01% | 387 |
|
|
2019
Q1 | $1.76K | Buy |
+67
| New | +$1.76K | ﹤0.01% | 384 |
|