Wakefield Asset Management’s Weyerhaeuser WY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-11,656
| Closed | -$357K | – | 189 |
|
|
2023
Q3 | $357K | Buy |
+11,656
| New | +$357K | 0.16% | 139 |
|
|
2022
Q4 | – | Sell |
-9,839
| Closed | -$281K | – | 191 |
|
|
2022
Q3 | $281K | Buy |
+9,839
| New | +$281K | 0.13% | 146 |
|
|
2019
Q2 | – | Sell |
-770
| Closed | -$20K | – | 237 |
|
|
2019
Q1 | $20K | Hold |
770
| – | – | 0.01% | 187 |
|
|
2018
Q4 | $17K | Sell |
770
-9,289
| -92% | -$205K | 0.01% | 190 |
|
|
2018
Q3 | $325K | Buy |
+10,059
| New | +$325K | 0.13% | 98 |
|