Parsec Financial Management’s Weyerhaeuser WY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-4,968
| Closed | -$205K | – | 312 |
|
|
2021
Q4 | $205K | Buy |
+4,968
| New | +$205K | 0.01% | 285 |
|
|
2021
Q3 | – | Sell |
-6,041
| Closed | -$208K | – | 287 |
|
|
2021
Q2 | $208K | Hold |
6,041
| – | – | 0.01% | 265 |
|
|
2021
Q1 | $215K | Sell |
6,041
-689
| -10% | -$24.5K | 0.01% | 249 |
|
|
2020
Q4 | $226K | Buy |
+6,730
| New | +$226K | 0.01% | 238 |
|
|
2020
Q1 | – | Sell |
-6,628
| Closed | -$200K | – | 266 |
|
|
2019
Q4 | $200K | Buy |
+6,628
| New | +$200K | 0.01% | 250 |
|
|
2018
Q4 | – | Sell |
-7,347
| Closed | -$237K | – | 240 |
|
|
2018
Q3 | $237K | Hold |
7,347
| – | – | 0.02% | 214 |
|
|
2018
Q2 | $268K | Buy |
+7,347
| New | +$268K | 0.02% | 208 |
|