OneDigital Investment Advisors’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 |
-11,535
| Closed | -$358K | – | 993 |
|
|
2022
Q4 | $358K | Buy |
11,535
+524
| +5% | +$16.2K | 0.01% | 605 |
|
|
2022
Q3 | $314K | Buy |
+11,011
| New | +$314K | 0.01% | 590 |
|
|
2018
Q4 | – | Sell |
-174
| Closed | -$6K | – | 1288 |
|
|
2018
Q3 | $6K | Hold |
174
| – | – | ﹤0.01% | 910 |
|
|
2018
Q2 | $6K | Sell |
174
-1,090
| -86% | -$37.6K | ﹤0.01% | 1151 |
|
|
2018
Q1 | $44K | Buy |
+1,264
| New | +$44K | 0.01% | 559 |
|
|
2017
Q4 | – | Hold |
0
| – | -$37K | – | 1 |
|
|
2017
Q3 | – | Sell |
-2,149
| Closed | -$72K | – | 462 |
|
|
2017
Q2 | $72K | Buy |
+2,149
| New | +$72K | 0.02% | 384 |
|