SIA
Schechter Investment Advisors’s Weyerhaeuser WY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-7,263
| Closed | -$261K | – | 686 |
|
|
2024
Q1 | $261K | Buy |
7,263
+143
| +2% | +$5.14K | 0.02% | 523 |
|
|
2023
Q4 | $248K | Sell |
7,120
-711
| -9% | -$24.7K | 0.02% | 506 |
|
|
2023
Q3 | $240K | Buy |
7,831
+1,713
| +28% | +$52.5K | 0.02% | 506 |
|
|
2023
Q2 | $205K | Buy |
+6,118
| New | +$205K | 0.02% | 591 |
|
|
2022
Q3 | – | Sell |
-8,574
| Closed | -$284K | – | 993 |
|
|
2022
Q2 | $284K | Buy |
8,574
+2,442
| +40% | +$80.9K | 0.03% | 729 |
|
|
2022
Q1 | $232K | Buy |
6,132
+523
| +9% | +$19.8K | 0.02% | 790 |
|
|
2021
Q4 | $231K | Buy |
+5,609
| New | +$231K | 0.02% | 760 |
|