Baystate Wealth Management’s WestRock Company WRK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $70.6K | Buy |
1,700
+505
| +42% | +$21K | 0.01% | 323 |
|
|
2023
Q3 | $42.8K | Hold |
1,195
| – | – | ﹤0.01% | 362 |
|
|
2023
Q2 | $34.8K | Hold |
1,195
| – | – | ﹤0.01% | 382 |
|
|
2023
Q1 | $36.4K | Hold |
1,195
| – | – | ﹤0.01% | 378 |
|
|
2022
Q4 | $42K | Buy |
1,195
+1
| +0.1% | +$35 | ﹤0.01% | 355 |
|
|
2022
Q3 | $37K | Hold |
1,194
| – | – | ﹤0.01% | 342 |
|
|
2022
Q2 | $48K | Hold |
1,194
| – | – | ﹤0.01% | 325 |
|
|
2022
Q1 | $56K | Hold |
1,194
| – | – | ﹤0.01% | 306 |
|
|
2021
Q4 | $53K | Buy |
1,194
+1
| +0.1% | +$44 | ﹤0.01% | 314 |
|
|
2021
Q3 | $59K | Hold |
1,193
| – | – | 0.01% | 281 |
|
|
2021
Q2 | $64K | Hold |
1,193
| – | – | 0.01% | 254 |
|
|
2021
Q1 | $62K | Hold |
1,193
| – | – | 0.01% | 241 |
|
|
2020
Q4 | $52K | Hold |
1,193
| – | – | 0.01% | 244 |
|
|
2020
Q3 | $41K | Hold |
1,193
| – | – | ﹤0.01% | 243 |
|
|
2020
Q2 | $34K | Hold |
1,193
| – | – | ﹤0.01% | 257 |
|
|
2020
Q1 | $34K | Buy |
1,193
+1
| +0.1% | +$28 | ﹤0.01% | 231 |
|
|
2019
Q4 | $51K | Hold |
1,192
| – | – | 0.01% | 227 |
|
|
2019
Q3 | $43K | Buy |
1,192
+1
| +0.1% | +$36 | 0.01% | 218 |
|
|
2019
Q2 | $45K | Hold |
1,191
| – | – | 0.01% | 228 |
|
|
2019
Q1 | $44K | Buy |
1,191
+1
| +0.1% | +$37 | 0.01% | 227 |
|
|
2018
Q4 | $49K | Hold |
1,190
| – | – | 0.01% | 206 |
|
|
2018
Q3 | $52K | Buy |
1,190
+9
| +0.8% | +$393 | 0.01% | 199 |
|
|
2018
Q2 | $68K | Buy |
1,181
+8
| +0.7% | +$461 | 0.01% | 161 |
|
|
2018
Q1 | $78K | Hold |
1,173
| – | – | 0.01% | 145 |
|
|
2017
Q4 | $81K | Hold |
1,173
| – | – | 0.01% | 153 |
|
|
2017
Q3 | $69K | Hold |
1,173
| – | – | 0.01% | 156 |
|
|
2017
Q2 | $70K | Buy |
1,173
+8
| +0.7% | +$477 | 0.01% | 148 |
|
|
2017
Q1 | $58K | Buy |
+1,165
| New | +$58K | 0.01% | 169 |
|