Lee Financial’s Weyerhaeuser WY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-125
| Closed | -$4.35K | – | 827 |
|
|
2023
Q4 | $4.35K | Sell |
125
-37
| -23% | -$1.29K | ﹤0.01% | 573 |
|
|
2023
Q3 | $4.97K | Sell |
162
-1
| -0.6% | -$31 | ﹤0.01% | 522 |
|
|
2023
Q2 | $5.45K | Sell |
163
-1,936
| -92% | -$64.7K | ﹤0.01% | 492 |
|
|
2023
Q1 | $63.2K | Sell |
2,099
-118
| -5% | -$3.56K | 0.01% | 215 |
|
|
2022
Q4 | $68.7K | Sell |
2,217
-199
| -8% | -$6.17K | 0.01% | 227 |
|
|
2022
Q3 | $69K | Buy |
2,416
+62
| +3% | +$1.77K | 0.01% | 224 |
|
|
2022
Q2 | $78K | Buy |
2,354
+1,893
| +411% | +$62.7K | 0.01% | 208 |
|
|
2022
Q1 | $17K | Buy |
461
+141
| +44% | +$5.2K | ﹤0.01% | 371 |
|
|
2021
Q4 | $14K | Hold |
320
| – | – | ﹤0.01% | 436 |
|
|
2021
Q3 | $12K | Hold |
320
| – | – | ﹤0.01% | 405 |
|
|
2021
Q2 | $11K | Hold |
320
| – | – | ﹤0.01% | 400 |
|
|
2021
Q1 | $11K | Buy |
+320
| New | +$11K | ﹤0.01% | 382 |
|