3Chopt Investment Partners’s WestRock Company WRK Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q3 | – | Sell |
-8,435
| Closed | -$424K | – | 182 |
|
2024
Q2 | $424K | Buy |
+8,435
| New | +$424K | 0.13% | 131 |
|
2024
Q1 | – | Sell |
-8,346
| Closed | -$347K | – | 165 |
|
2023
Q4 | $347K | Buy |
+8,346
| New | +$347K | 0.13% | 134 |
|
2023
Q3 | – | Sell |
-8,274
| Closed | -$241K | – | 139 |
|
2023
Q2 | $241K | Hold |
8,274
| – | – | 0.12% | 126 |
|
2023
Q1 | $252K | Hold |
8,274
| – | – | 0.13% | 128 |
|
2022
Q4 | $291K | Buy |
+8,274
| New | +$291K | 0.16% | 113 |
|