Bell Investment Advisors’s WestRock Company WRK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-103
| Closed | -$5.18K | – | 1968 |
|
|
2024
Q2 | $5.18K | Hold |
103
| – | – | ﹤0.01% | 908 |
|
|
2024
Q1 | $5.09K | Hold |
103
| – | – | ﹤0.01% | 908 |
|
|
2023
Q4 | $4.28K | Hold |
103
| – | – | ﹤0.01% | 963 |
|
|
2023
Q3 | $3.69K | Buy |
103
+15
| +17% | +$537 | ﹤0.01% | 968 |
|
|
2023
Q2 | $2.56K | Sell |
88
-38
| -30% | -$1.11K | ﹤0.01% | 1168 |
|
|
2023
Q1 | $3.84K | Sell |
126
-31
| -20% | -$945 | ﹤0.01% | 908 |
|
|
2022
Q4 | $5.52K | Buy |
157
+132
| +528% | +$4.64K | ﹤0.01% | 758 |
|
|
2022
Q3 | $1K | Buy |
25
+6
| +32% | +$240 | ﹤0.01% | 1660 |
|
|
2022
Q2 | $1K | Buy |
+19
| New | +$1K | ﹤0.01% | 1682 |
|
|
2021
Q4 | $1K | Buy |
23
+2
| +10% | +$87 | ﹤0.01% | 1692 |
|
|
2021
Q3 | $1K | Buy |
+21
| New | +$1K | ﹤0.01% | 1643 |
|