Sugarloaf Wealth Management’s Weyerhaeuser WY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $15.9K | Hold |
565
| – | – | ﹤0.01% | 435 |
|
|
2024
Q3 | $19.1K | Hold |
565
| – | – | ﹤0.01% | 421 |
|
|
2024
Q2 | $16K | Sell |
565
-347
| -38% | -$9.85K | ﹤0.01% | 431 |
|
|
2024
Q1 | $32.8K | Hold |
912
| – | – | 0.01% | 339 |
|
|
2023
Q4 | $31.7K | Hold |
912
| – | – | 0.01% | 336 |
|
|
2023
Q3 | $28K | Hold |
912
| – | – | 0.01% | 348 |
|
|
2023
Q2 | $30.6K | Buy |
912
+695
| +320% | +$23.3K | 0.01% | 345 |
|
|
2023
Q1 | $6.54K | Hold |
217
| – | – | ﹤0.01% | 523 |
|
|
2022
Q4 | $6.73K | Sell |
217
-786
| -78% | -$24.4K | ﹤0.01% | 538 |
|
|
2022
Q3 | $29K | Buy |
1,003
+281
| +39% | +$8.13K | 0.01% | 369 |
|
|
2022
Q2 | $24K | Hold |
722
| – | – | 0.01% | 386 |
|
|
2022
Q1 | $27K | Hold |
722
| – | – | 0.01% | 363 |
|
|
2021
Q4 | $30K | Hold |
722
| – | – | 0.01% | 367 |
|
|
2021
Q3 | $26K | Buy |
722
+217
| +43% | +$7.81K | 0.01% | 374 |
|
|
2021
Q2 | $17K | Hold |
505
| – | – | ﹤0.01% | 441 |
|
|
2021
Q1 | $18 | Hold |
505
| – | – | 0.01% | 431 |
|
|
2020
Q4 | $17K | Hold |
505
| – | – | 0.01% | 414 |
|
|
2020
Q3 | $14K | Hold |
505
| – | – | 0.01% | 418 |
|
|
2020
Q2 | $11K | Sell |
505
-5
| -1% | -$109 | ﹤0.01% | 442 |
|
|
2020
Q1 | $9K | Hold |
510
| – | – | ﹤0.01% | 454 |
|
|
2019
Q4 | $15K | Buy |
+510
| New | +$15K | 0.01% | 418 |
|