Lido Advisors’s Weyerhaeuser WY Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
Sell
-215,682
Closed -$7.75M 1278
2024
Q1
$7.75M Buy
215,682
+15,147
+8% +$544K 0.05% 203
2023
Q4
$6.97M Buy
200,535
+26,968
+16% +$938K 0.05% 208
2023
Q3
$5.32M Buy
+173,567
New +$5.32M 0.04% 212
2017
Q3
Sell
-7,382
Closed -$247K 324
2017
Q2
$247K Buy
+7,382
New +$247K 0.05% 214