Symphony Financial’s Weyerhaeuser WY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-18,676
| Closed | -$629K | – | 250 |
|
|
2024
Q3 | $629K | Buy |
18,676
+3,357
| +22% | +$113K | 0.1% | 127 |
|
|
2024
Q2 | $423K | Buy |
+15,319
| New | +$423K | 0.08% | 143 |
|
|
2024
Q1 | – | Sell |
-12,035
| Closed | -$406K | – | 211 |
|
|
2023
Q4 | $406K | Buy |
+12,035
| New | +$406K | 0.09% | 139 |
|
|
2022
Q3 | – | Sell |
-7,490
| Closed | -$247K | – | 203 |
|
|
2022
Q2 | $247K | Buy |
7,490
+139
| +2% | +$4.58K | 0.07% | 165 |
|
|
2022
Q1 | $279K | Sell |
7,351
-6,390
| -47% | -$243K | 0.07% | 166 |
|
|
2021
Q4 | $557K | Buy |
+13,741
| New | +$557K | 0.15% | 108 |
|