Steward Partners Investment Advisory’s West Fraser Timber WFG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $52K | Hold |
709
| – | – | ﹤0.01% | 2457 |
|
|
2025
Q1 | $54.5K | Buy |
709
+1
| +0.1% | +$77 | ﹤0.01% | 2341 |
|
|
2024
Q4 | $61.3K | Hold |
708
| – | – | ﹤0.01% | 2233 |
|
|
2024
Q3 | $68.9K | Sell |
708
-114
| -14% | -$11.1K | ﹤0.01% | 2068 |
|
|
2024
Q2 | $63.2K | Buy |
822
+56
| +7% | +$4.3K | ﹤0.01% | 1991 |
|
|
2024
Q1 | $66.2K | Sell |
766
-82
| -10% | -$7.09K | ﹤0.01% | 1965 |
|
|
2023
Q4 | $72.5K | Sell |
848
-101
| -11% | -$8.64K | ﹤0.01% | 1823 |
|
|
2023
Q3 | $68.8K | Sell |
949
-312
| -25% | -$22.6K | ﹤0.01% | 1756 |
|
|
2023
Q2 | $108K | Sell |
1,261
-174
| -12% | -$15K | ﹤0.01% | 1550 |
|
|
2023
Q1 | $102K | Sell |
1,435
-160
| -10% | -$11.4K | ﹤0.01% | 1582 |
|
|
2022
Q4 | $115K | Sell |
1,595
-311
| -16% | -$22.5K | ﹤0.01% | 1494 |
|
|
2022
Q3 | $138K | Sell |
1,906
-62
| -3% | -$4.49K | ﹤0.01% | 1365 |
|
|
2022
Q2 | $151K | Buy |
1,968
+23
| +1% | +$1.77K | ﹤0.01% | 1322 |
|
|
2022
Q1 | $160K | Buy |
1,945
+1,697
| +684% | +$140K | ﹤0.01% | 1385 |
|
|
2021
Q4 | $24K | Hold |
248
| – | – | ﹤0.01% | 2255 |
|
|
2021
Q3 | $21K | Sell |
248
-45
| -15% | -$3.81K | ﹤0.01% | 2313 |
|
|
2021
Q2 | $21K | Hold |
293
| – | – | ﹤0.01% | 5023 |
|
|
2021
Q1 | $21.1K | Buy |
+293
| New | +$21.1K | ﹤0.01% | 2453 |
|