AWM
WRK
Avior Wealth Management’s WestRock Company WRK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-18
| Closed | -$904 | – | 2449 |
|
|
2024
Q2 | $904 | Sell |
18
-330
| -95% | -$16.6K | ﹤0.01% | 2037 |
|
|
2024
Q1 | $17.2K | Buy |
+348
| New | +$17.2K | ﹤0.01% | 1667 |
|
|
2021
Q3 | – | Sell |
-500
| Closed | -$26K | – | 1211 |
|
|
2021
Q2 | $26K | Hold |
500
| – | – | ﹤0.01% | 613 |
|
|
2021
Q1 | $26K | Hold |
500
| – | – | ﹤0.01% | 611 |
|
|
2020
Q4 | $21K | Hold |
500
| – | – | ﹤0.01% | 614 |
|
|
2020
Q3 | $17K | Hold |
500
| – | – | ﹤0.01% | 627 |
|
|
2020
Q2 | $14K | Buy |
500
+140
| +39% | +$3.92K | ﹤0.01% | 626 |
|
|
2020
Q1 | $10K | Sell |
360
-4,831
| -93% | -$134K | ﹤0.01% | 582 |
|
|
2019
Q4 | $222K | Buy |
+5,191
| New | +$222K | 0.04% | 362 |
|
|
2019
Q3 | – | Sell |
-36
| Closed | -$1K | – | 891 |
|
|
2019
Q2 | $1K | Buy |
+36
| New | +$1K | ﹤0.01% | 823 |
|
|
2018
Q4 | – | Sell |
-46
| Closed | -$2K | – | 770 |
|
|
2018
Q3 | $2K | Hold |
46
| – | – | ﹤0.01% | 694 |
|
|
2018
Q2 | $3K | Hold |
46
| – | – | ﹤0.01% | 705 |
|
|
2018
Q1 | $3K | Sell |
46
-3,427
| -99% | -$224K | ﹤0.01% | 683 |
|
|
2017
Q4 | $220K | Buy |
3,473
+3,425
| +7,135% | +$217K | 0.05% | 307 |
|
|
2017
Q3 | $3K | Buy |
+48
| New | +$3K | ﹤0.01% | 437 |
|