Realta Investment Advisors’s Weyerhaeuser WY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-8,470
| Closed | -$240K | – | 779 |
|
|
2024
Q2 | $240K | Buy |
8,470
+222
| +3% | +$6.3K | 0.05% | 354 |
|
|
2024
Q1 | $296K | Sell |
8,248
-706
| -8% | -$25.4K | 0.06% | 320 |
|
|
2023
Q4 | $311K | Buy |
8,954
+1,157
| +15% | +$40.2K | 0.07% | 304 |
|
|
2023
Q3 | $261K | Hold |
7,797
| – | – | 0.06% | 322 |
|
|
2023
Q2 | $261K | Sell |
7,797
-458
| -6% | -$15.3K | 0.06% | 337 |
|
|
2023
Q1 | $249K | Buy |
8,255
+1,645
| +25% | +$49.6K | 0.06% | 328 |
|
|
2022
Q4 | $205K | Buy |
+6,610
| New | +$205K | 0.05% | 386 |
|
|
2022
Q3 | – | Sell |
-6,537
| Closed | -$222K | – | 828 |
|
|
2022
Q2 | $222K | Buy |
6,537
+577
| +10% | +$19.6K | 0.05% | 333 |
|
|
2022
Q1 | $226K | Buy |
5,960
+816
| +16% | +$30.9K | 0.05% | 359 |
|
|
2021
Q4 | $212K | Buy |
+5,144
| New | +$212K | 0.05% | 387 |
|
|
2021
Q2 | – | Sell |
-6,188
| Closed | -$220K | – | 410 |
|
|
2021
Q1 | $220K | Buy |
+6,188
| New | +$220K | 0.06% | 337 |
|
|
2020
Q1 | – | Sell |
-7,615
| Closed | -$224K | – | 1419 |
|
|
2019
Q4 | $224K | Sell |
7,615
-1,728
| -18% | -$50.8K | 0.06% | 313 |
|
|
2019
Q3 | $260K | Buy |
9,343
+3,757
| +67% | +$105K | 0.07% | 277 |
|
|
2019
Q2 | $146K | Buy |
5,586
+3,869
| +225% | +$101K | 0.04% | 401 |
|
|
2019
Q1 | $45K | Buy |
+1,717
| New | +$45K | 0.02% | 571 |
|