SageView Advisory Group’s Weyerhaeuser WY Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q4
Sell
-11,442
Closed -$351K 706
2023
Q3
$351K Sell
11,442
-151
-1% -$4.63K 0.02% 387
2023
Q2
$388K Buy
+11,593
New +$388K 0.02% 395