AWM
WRK
Avitas Wealth Management’s WestRock Company WRK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-64,430
| Closed | -$2.47M | – | 182 |
|
|
2019
Q1 | $2.47M | Buy |
64,430
+922
| +1% | +$35.4K | 0.72% | 65 |
|
|
2018
Q4 | $2.4M | Buy |
63,508
+21,520
| +51% | +$813K | 0.79% | 60 |
|
|
2018
Q3 | $2.24M | Buy |
41,988
+1,634
| +4% | +$87.3K | 0.64% | 75 |
|
|
2018
Q2 | $2.3M | Buy |
+40,354
| New | +$2.3M | 0.72% | 67 |
|