Belpointe Asset Management’s WestRock Company WRK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-655
| Closed | -$20K | – | 3575 |
|
|
2023
Q1 | $20K | Buy |
655
+281
| +75% | +$8.56K | ﹤0.01% | 2313 |
|
|
2022
Q4 | $13.2K | Buy |
+374
| New | +$13.2K | ﹤0.01% | 2464 |
|
|
2018
Q2 | – | Sell |
-7,416
| Closed | -$476K | – | 400 |
|
|
2018
Q1 | $476K | Buy |
+7,416
| New | +$476K | 0.14% | 176 |
|