Total Wealth Planning’s Weyerhaeuser WY Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q4
Sell
-9,278
Closed -$265K 82
2022
Q3
$265K Sell
9,278
-26,784
-74% -$765K 0.08% 71
2022
Q2
$1.19M Sell
36,062
-14,057
-28% -$465K 0.35% 38
2022
Q1
$1.9M Buy
+50,119
New +$1.9M 0.51% 34