Laurel Wealth Advisors (California)’s Weyerhaeuser WY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $242K | Hold |
7,797
| – | – | 0.02% | 573 |
|
|
2022
Q3 | $223K | Buy |
7,797
+200
| +3% | +$5.72K | 0.02% | 579 |
|
|
2022
Q2 | $251K | Hold |
7,597
| – | – | 0.03% | 556 |
|
|
2022
Q1 | $288K | Sell |
7,597
-43
| -0.6% | -$1.63K | 0.02% | 598 |
|
|
2021
Q4 | $314K | Buy |
7,640
+19
| +0.2% | +$781 | 0.02% | 604 |
|
|
2021
Q3 | $271K | Sell |
7,621
-371
| -5% | -$13.2K | 0.05% | 362 |
|
|
2021
Q2 | $275K | Buy |
7,992
+72
| +0.9% | +$2.48K | 0.04% | 419 |
|
|
2021
Q1 | $282K | Sell |
7,920
-503
| -6% | -$17.9K | 0.04% | 370 |
|
|
2020
Q4 | $282K | Hold |
8,423
| – | – | 0.04% | 350 |
|
|
2020
Q3 | $240K | Sell |
8,423
-1,927
| -19% | -$54.9K | 0.04% | 348 |
|
|
2020
Q2 | $232K | Sell |
10,350
-29,075
| -74% | -$652K | 0.04% | 344 |
|
|
2020
Q1 | $669K | Sell |
39,425
-287
| -0.7% | -$4.87K | 0.15% | 156 |
|
|
2019
Q4 | $1.2M | Sell |
39,712
-4,656
| -10% | -$141K | 0.2% | 131 |
|
|
2019
Q3 | $1.23M | Buy |
44,368
+4,154
| +10% | +$115K | 0.21% | 129 |
|
|
2019
Q2 | $1.06M | Sell |
40,214
-167
| -0.4% | -$4.4K | 0.23% | 115 |
|
|
2019
Q1 | $1.06M | Buy |
40,381
+341
| +0.9% | +$8.99K | 0.26% | 102 |
|
|
2018
Q4 | $875K | Sell |
40,040
-3,505
| -8% | -$76.6K | 0.26% | 99 |
|
|
2018
Q3 | $1.41M | Sell |
43,545
-703
| -2% | -$22.7K | 0.34% | 76 |
|
|
2018
Q2 | $1.61M | Sell |
44,248
-18,623
| -30% | -$679K | 0.43% | 62 |
|
|
2018
Q1 | $2.2M | Buy |
62,871
+8,209
| +15% | +$287K | 0.68% | 33 |
|
|
2017
Q4 | $1.93M | Buy |
54,662
+13,456
| +33% | +$474K | 0.55% | 45 |
|
|
2017
Q3 | $1.4M | Buy |
41,206
+1,819
| +5% | +$61.9K | 0.47% | 62 |
|
|
2017
Q2 | $1.32M | Buy |
39,387
+276
| +0.7% | +$9.24K | 0.47% | 62 |
|
|
2017
Q1 | $1.33M | Buy |
39,111
+2,483
| +7% | +$84.3K | 0.51% | 58 |
|
|
2016
Q4 | $1.1M | Buy |
+36,628
| New | +$1.1M | 0.49% | 61 |
|