WealthPLAN Partners’s Weyerhaeuser WY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-1,644
| Closed | -$55.1K | – | 1184 |
|
|
2023
Q2 | $55.1K | Hold |
1,644
| – | – | 0.01% | 487 |
|
|
2023
Q1 | $49.5K | Buy |
+1,644
| New | +$49.5K | 0.01% | 560 |
|
|
2020
Q4 | – | Sell |
-7,634
| Closed | -$212K | – | 346 |
|
|
2020
Q3 | $212K | Sell |
7,634
-960
| -11% | -$26.7K | 0.02% | 289 |
|
|
2020
Q2 | $245K | Buy |
+8,594
| New | +$245K | 0.03% | 267 |
|
|
2020
Q1 | – | Sell |
-8,368
| Closed | -$249K | – | 284 |
|
|
2019
Q4 | $249K | Buy |
+8,368
| New | +$249K | 0.03% | 218 |
|
|
2017
Q2 | – | Sell |
-484
| Closed | -$16.5K | – | 434 |
|
|
2017
Q1 | $16.5K | Buy |
+484
| New | +$16.5K | 0.06% | 205 |
|
|
2016
Q3 | $20.2K | Sell |
652
-672
| -51% | -$20.9K | 0.01% | 479 |
|
|
2016
Q2 | $19.3K | Buy |
+1,324
| New | +$19.3K | ﹤0.01% | 1427 |
|
|
2015
Q4 | $36K | Buy |
+3,455
| New | +$36K | 0.01% | 713 |
|
|
2015
Q2 | $37K | Sell |
1,171
-1,778
| -60% | -$56.2K | 0.02% | 208 |
|
|
2015
Q1 | $98K | Buy |
+2,949
| New | +$98K | 0.05% | 177 |
|