Beacon Pointe Advisors’s WestRock Company WRK Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2022
Q3
Sell
-5,890
Closed -$235K 1077
2022
Q2
$235K Sell
5,890
-2,203
-27% -$87.9K 0.01% 918
2022
Q1
$381K Buy
+8,093
New +$381K 0.01% 894