Summit Financial Group’s Weyerhaeuser WY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-5,588
| Closed | -$212K | – | 207 |
|
|
2022
Q1 | $212K | Hold |
5,588
| – | – | 0.07% | 202 |
|
|
2021
Q4 | $230K | Buy |
+5,588
| New | +$230K | 0.07% | 201 |
|
|
2018
Q4 | – | Sell |
-8,778
| Closed | -$283K | – | 119 |
|
|
2018
Q3 | $283K | Hold |
8,778
| – | – | 0.21% | 100 |
|
|
2018
Q2 | $320K | Sell |
8,778
-200
| -2% | -$7.29K | 0.25% | 92 |
|
|
2018
Q1 | $314K | Sell |
8,978
-300
| -3% | -$10.5K | 0.25% | 95 |
|
|
2017
Q4 | $327K | Hold |
9,278
| – | – | 0.27% | 89 |
|
|
2017
Q3 | $316K | Sell |
9,278
-507
| -5% | -$17.3K | 0.26% | 88 |
|
|
2017
Q2 | $328K | Buy |
+9,785
| New | +$328K | 0.28% | 83 |
|