One Wealth Advisors’s Weyerhaeuser WY Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q3 | – | Sell |
-13,090
| Closed | -$439K | – | 227 |
|
2023
Q2 | $439K | Sell |
13,090
-7,709
| -37% | -$258K | 0.09% | 118 |
|
2023
Q1 | $627K | Buy |
20,799
+10,162
| +96% | +$306K | 0.14% | 82 |
|
2022
Q4 | $330K | Sell |
10,637
-8,295
| -44% | -$257K | 0.08% | 133 |
|
2022
Q3 | $541K | Buy |
18,932
+1,502
| +9% | +$42.9K | 0.18% | 74 |
|
2022
Q2 | $577K | Buy |
17,430
+2,325
| +15% | +$77K | 0.15% | 81 |
|
2022
Q1 | $572K | Buy |
15,105
+6,134
| +68% | +$232K | 0.14% | 81 |
|
2021
Q4 | $369K | Buy |
+8,971
| New | +$369K | 0.09% | 113 |
|