TCI Wealth Advisors’s Weyerhaeuser WY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-116
| Closed | -$3.5K | – | 2273 |
|
|
2023
Q1 | $3.5K | Hold |
116
| – | – | ﹤0.01% | 1764 |
|
|
2022
Q4 | $3.6K | Buy |
116
+27
| +30% | +$837 | ﹤0.01% | 1747 |
|
|
2022
Q3 | $3K | Hold |
89
| – | – | ﹤0.01% | 1860 |
|
|
2022
Q2 | $3K | Sell |
89
-10
| -10% | -$381 | ﹤0.01% | 1919 |
|
|
2022
Q1 | $4K | Buy |
99
+10
| +11% | +$397 | ﹤0.01% | 1811 |
|
|
2021
Q4 | $4K | Sell |
89
-18
| -17% | -$684 | ﹤0.01% | 1922 |
|
|
2021
Q3 | $4K | Hold |
107
| – | – | ﹤0.01% | 1837 |
|
|
2021
Q2 | $4K | Sell |
107
-2
| -2% | -$74 | ﹤0.01% | 1654 |
|
|
2021
Q1 | $4K | Hold |
109
| – | – | ﹤0.01% | 1439 |
|
|
2020
Q4 | $4K | Buy |
109
+15
| +16% | +$451 | ﹤0.01% | 1029 |
|
|
2020
Q3 | $3K | Sell |
94
-1,120
| -92% | -$30.8K | ﹤0.01% | 1032 |
|
|
2020
Q2 | $27K | Buy |
1,214
+44
| +4% | +$890 | 0.01% | 398 |
|
|
2020
Q1 | $20K | Sell |
1,170
-167
| -12% | -$4.39K | 0.01% | 456 |
|
|
2019
Q4 | $40K | Sell |
1,337
-300
| -18% | -$8.71K | 0.02% | 426 |
|
|
2019
Q3 | $45K | Hold |
1,637
| – | – | 0.02% | 349 |
|
|
2019
Q2 | $43K | Buy |
1,637
+111
| +7% | +$2.82K | 0.02% | 340 |
|
|
2019
Q1 | $40K | Buy |
1,526
+264
| +21% | +$6.65K | 0.02% | 381 |
|
|
2018
Q4 | $28K | Buy |
1,262
+16
| +1% | +$426 | 0.01% | 422 |
|
|
2018
Q3 | $40K | Sell |
1,246
-50
| -4% | -$1.74K | 0.02% | 380 |
|
|
2018
Q2 | $47K | Buy |
1,296
+61
| +5% | +$2.23K | 0.02% | 338 |
|
|
2018
Q1 | $43K | Sell |
1,235
-8
| -0.6% | -$282 | 0.02% | 355 |
|
|
2017
Q4 | $44K | Hold |
1,243
| – | – | 0.02% | 364 |
|
|
2017
Q3 | $42K | Hold |
1,243
| – | – | 0.02% | 339 |
|
|
2017
Q2 | $42K | Hold |
1,243
| – | – | 0.02% | 341 |
|
|
2017
Q1 | $42K | Sell |
1,243
-112
| -8% | -$3.64K | 0.02% | 326 |
|
|
2016
Q4 | $41K | Sell |
1,355
-13
| -1% | -$401 | 0.02% | 359 |
|
|
2016
Q3 | $44K | Buy |
1,368
+74
| +6% | +$2.34K | 0.02% | 314 |
|
|
2016
Q2 | $39K | Buy |
1,294
+13
| +1% | +$400 | 0.02% | 325 |
|
|
2016
Q1 | $40K | Buy |
1,281
+1,198
| +1,443% | +$32K | 0.02% | 333 |
|
|
2015
Q4 | $2K | Hold |
83
| – | – | ﹤0.01% | 895 |
|
|
2015
Q3 | $2K | Sell |
83
-410
| -83% | -$12.1K | ﹤0.01% | 828 |
|
|
2015
Q2 | $16K | Buy |
493
+410
| +494% | +$13.2K | 0.01% | 443 |
|
|
2015
Q1 | $3K | Hold |
83
| – | – | ﹤0.01% | 692 |
|
|
2014
Q4 | $3K | Hold |
83
| – | – | ﹤0.01% | 690 |
|
|
2014
Q3 | $3K | Hold |
83
| – | – | ﹤0.01% | 689 |
|
|
2014
Q2 | $3K | Hold |
83
| – | – | ﹤0.01% | 711 |
|
|
2014
Q1 | $2K | Hold |
83
| – | – | ﹤0.01% | 747 |
|
|
2013
Q4 | $3K | Hold |
83
| – | – | ﹤0.01% | 683 |
|
|
2013
Q3 | $2K | Hold |
83
| – | – | ﹤0.01% | 660 |
|
|
2013
Q2 | $2K | Buy |
+83
| New | +$2.51K | ﹤0.01% | 621 |
|
Other funds holding WY
