Simplicity Wealth’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
-10,216
Closed -$290K 1233
2024
Q2
$290K Sell
10,216
-3,363
-25% -$95.5K 0.01% 959
2024
Q1
$488K Buy
+13,579
New +$488K 0.01% 746