Arkadios Wealth Advisors’s WestRock Company WRK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-4,381
| Closed | -$218K | – | 1854 |
|
|
2021
Q3 | $218K | Buy |
4,381
+358
| +9% | +$17.8K | 0.03% | 481 |
|
|
2021
Q2 | $214K | Buy |
4,023
+50
| +1% | +$2.66K | 0.03% | 516 |
|
|
2021
Q1 | $206K | Buy |
3,973
+74
| +2% | +$3.84K | 0.03% | 412 |
|
|
2020
Q4 | $169K | Buy |
+3,899
| New | +$169K | 0.04% | 351 |
|
|
2020
Q2 | – | Sell |
-4
| Closed | -$113 | – | 1176 |
|
|
2020
Q1 | $113 | Sell |
4
-3
| -43% | -$85 | ﹤0.01% | 1139 |
|
|
2019
Q4 | $285 | Buy |
+7
| New | +$285 | ﹤0.01% | 956 |
|