TrueWealth LLC’s Weyerhaeuser WY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-1,600
| Closed | -$27K | – | 779 |
|
|
2020
Q1 | $27K | Sell |
1,600
-2,025
| -56% | -$34.2K | 0.01% | 324 |
|
|
2019
Q4 | $109K | Sell |
3,625
-1,097
| -23% | -$33K | 0.04% | 190 |
|
|
2019
Q3 | $131K | Hold |
4,722
| – | – | 0.06% | 173 |
|
|
2019
Q2 | $124K | Hold |
4,722
| – | – | 0.06% | 180 |
|
|
2019
Q1 | $124K | Hold |
4,722
| – | – | 0.06% | 179 |
|
|
2018
Q4 | $103K | Hold |
4,722
| – | – | 0.05% | 184 |
|
|
2018
Q3 | $152K | Sell |
4,722
-489
| -9% | -$15.7K | 0.07% | 158 |
|
|
2018
Q2 | $190K | Hold |
5,211
| – | – | 0.09% | 137 |
|
|
2018
Q1 | $182K | Sell |
5,211
-31
| -0.6% | -$1.08K | 0.09% | 136 |
|
|
2017
Q4 | $185K | Buy |
+5,242
| New | +$185K | 0.09% | 145 |
|