Waverly Advisors’s PotlatchDeltic PCH Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $374K | Buy |
9,759
+134
| +1% | +$5.14K | ﹤0.01% | 893 |
|
2025
Q1 | $434K | Buy |
9,625
+4
| +0% | +$180 | 0.01% | 817 |
|
2024
Q4 | $378K | Sell |
9,621
-1,000
| -9% | -$39.3K | 0.01% | 752 |
|
2024
Q3 | $478K | Sell |
10,621
-17
| -0.2% | -$766 | 0.01% | 593 |
|
2024
Q2 | $419K | Buy |
+10,638
| New | +$419K | 0.01% | 612 |
|