Axxcess 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
-4,175
Closed -$210K 955
2024
Q2
$210K Sell
4,175
-1,198
-22% -$60.2K 0.01% 784
2024
Q1
$266K Sell
5,373
-299
-5% -$14.8K 0.01% 703
2023
Q4
$236K Buy
+5,672
New +$236K 0.01% 728