Mount Yale Investment Advisors’s Weyerhaeuser WY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $59.1K | Buy |
+2,301
| New | +$59.1K | ﹤0.01% | 771 |
|
|
2019
Q2 | – | Sell |
-16,471
| Closed | -$434K | – | 333 |
|
|
2019
Q1 | $434K | Sell |
16,471
-147
| -0.9% | -$3.87K | 0.08% | 208 |
|
|
2018
Q4 | $422K | Buy |
16,618
+14,218
| +592% | +$361K | 0.09% | 211 |
|
|
2018
Q3 | $66K | Sell |
2,400
-1,810
| -43% | -$49.8K | 0.01% | 554 |
|
|
2018
Q2 | $153K | Hold |
4,210
| – | – | 0.03% | 348 |
|
|
2018
Q1 | $147K | Buy |
+4,210
| New | +$147K | 0.03% | 340 |
|