Live Oak Private Wealth’s Weyerhaeuser WY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-6,500
| Closed | -$202K | – | 173 |
|
|
2022
Q4 | $202K | Buy |
+6,500
| New | +$202K | 0.04% | 162 |
|
|
2022
Q3 | – | Sell |
-6,500
| Closed | -$215K | – | 179 |
|
|
2022
Q2 | $215K | Hold |
6,500
| – | – | 0.05% | 159 |
|
|
2022
Q1 | $246K | Hold |
6,500
| – | – | 0.05% | 155 |
|
|
2021
Q4 | $268K | Buy |
+6,500
| New | +$268K | 0.05% | 161 |
|