WMA
Wealth Management Associates’s Weyerhaeuser WY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-29,615
| Closed | -$502K | – | 154 |
|
|
2020
Q1 | $502K | Buy |
29,615
+2,252
| +8% | +$38.2K | 0.51% | 49 |
|
|
2019
Q4 | $826K | Buy |
27,363
+3,752
| +16% | +$113K | 0.59% | 37 |
|
|
2019
Q3 | $654K | Buy |
23,611
+841
| +4% | +$23.3K | 0.53% | 44 |
|
|
2019
Q2 | $600K | Buy |
22,770
+1,042
| +5% | +$27.4K | 0.6% | 39 |
|
|
2019
Q1 | $572K | Buy |
21,728
+1,670
| +8% | +$44K | 0.62% | 38 |
|
|
2018
Q4 | $438K | Buy |
+20,058
| New | +$438K | 0.59% | 42 |
|