SWA
Sutton Wealth Advisors’s Weyerhaeuser WY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $14.7K | Buy |
478
+64
| +15% | +$1.96K | 0.01% | 404 |
|
|
2023
Q2 | $13.9K | Buy |
414
+19
| +5% | +$637 | 0.01% | 403 |
|
|
2023
Q1 | $11.9K | Sell |
395
-3,218
| -89% | -$97K | 0.01% | 392 |
|
|
2022
Q4 | $112K | Buy |
3,613
+63
| +2% | +$1.95K | 0.04% | 235 |
|
|
2022
Q3 | $101K | Sell |
3,550
-24
| -0.7% | -$685 | 0.04% | 247 |
|
|
2022
Q2 | $118K | Sell |
3,574
-12
| -0.3% | -$397 | 0.05% | 220 |
|
|
2022
Q1 | $136K | Hold |
3,586
| – | – | 0.05% | 212 |
|
|
2021
Q4 | $148K | Buy |
3,586
+30
| +0.8% | +$1.24K | 0.05% | 213 |
|
|
2021
Q3 | $126K | Buy |
3,556
+6
| +0.2% | +$213 | 0.05% | 226 |
|
|
2021
Q2 | $122K | Hold |
3,550
| – | – | 0.04% | 225 |
|
|
2021
Q1 | $126K | Buy |
3,550
+27
| +0.8% | +$961 | 0.05% | 216 |
|
|
2020
Q4 | $118K | Buy |
3,523
+14
| +0.4% | +$469 | 0.05% | 207 |
|
|
2020
Q3 | $100K | Hold |
3,509
| – | – | 0.05% | 214 |
|
|
2020
Q2 | $78.8K | Sell |
3,509
-452
| -11% | -$10.2K | 0.04% | 228 |
|
|
2020
Q1 | $67.1K | Buy |
3,961
+6
| +0.2% | +$102 | 0.04% | 226 |
|
|
2019
Q4 | $119K | Hold |
3,955
| – | – | 0.06% | 198 |
|
|
2019
Q3 | $110K | Hold |
3,955
| – | – | 0.06% | 198 |
|
|
2019
Q2 | $104K | Buy |
3,955
+42
| +1% | +$1.11K | 0.06% | 204 |
|
|
2019
Q1 | $103K | Sell |
3,913
-751
| -16% | -$19.8K | 0.06% | 207 |
|
|
2018
Q4 | $102K | Buy |
4,664
+328
| +8% | +$7.17K | 0.07% | 192 |
|
|
2018
Q3 | $140K | Hold |
4,336
| – | – | 0.09% | 165 |
|
|
2018
Q2 | $158K | Hold |
4,336
| – | – | 0.11% | 147 |
|
|
2018
Q1 | $152K | Hold |
4,336
| – | – | 0.11% | 152 |
|
|
2017
Q4 | $153K | Hold |
4,336
| – | – | 0.11% | 153 |
|
|
2017
Q3 | $148K | Hold |
4,336
| – | – | 0.11% | 156 |
|
|
2017
Q2 | $145K | Hold |
4,336
| – | – | 0.12% | 153 |
|
|
2017
Q1 | $147K | Sell |
4,336
-3
| -0.1% | -$102 | 0.12% | 145 |
|
|
2016
Q4 | $131K | Hold |
4,339
| – | – | 0.12% | 151 |
|
|
2016
Q3 | $139K | Hold |
4,339
| – | – | 0.13% | 136 |
|
|
2016
Q2 | $129K | Hold |
4,339
| – | – | 0.12% | 144 |
|
|
2016
Q1 | $134K | Buy |
+4,339
| New | +$134K | 0.13% | 145 |
|