Planned Solutions’s Weyerhaeuser WY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-3,065
| Closed | -$104K | – | 644 |
|
|
2024
Q3 | $104K | Buy |
+3,065
| New | +$104K | 0.04% | 197 |
|
|
2024
Q1 | – | Sell |
-3,065
| Closed | -$107K | – | 566 |
|
|
2023
Q4 | $107K | Buy |
+3,065
| New | +$107K | 0.05% | 178 |
|
|
2021
Q1 | – | Sell |
-1,492
| Closed | -$50K | – | 418 |
|
|
2020
Q4 | $50K | Hold |
1,492
| – | – | 0.04% | 197 |
|
|
2020
Q3 | $43K | Buy |
+1,492
| New | +$43K | 0.04% | 170 |
|