MPS Loria Financial Planners’s Weyerhaeuser WY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-941
| Closed | -$33K | – | 565 |
|
|
2021
Q1 | $33K | Hold |
941
| – | – | 0.02% | 198 |
|
|
2020
Q4 | $31K | Buy |
941
+70
| +8% | +$2.31K | 0.01% | 201 |
|
|
2020
Q3 | $25K | Hold |
871
| – | – | 0.01% | 185 |
|
|
2020
Q2 | $20K | Buy |
+871
| New | +$20K | 0.01% | 202 |
|
|
2017
Q3 | – | Sell |
-271
| Closed | -$9K | – | 347 |
|
|
2017
Q2 | $9K | Buy |
+271
| New | +$9K | 0.01% | 301 |
|