BWM
WRK
BerganKDV Wealth Management’s WestRock Company WRK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-17
| Closed | -$518 | – | 1107 |
|
|
2023
Q1 | $518 | Hold |
17
| – | – | ﹤0.01% | 966 |
|
|
2022
Q4 | $598 | Buy |
+17
| New | +$598 | ﹤0.01% | 936 |
|
|
2022
Q3 | – | Sell |
-21
| Closed | -$1K | – | 1090 |
|
|
2022
Q2 | $1K | Hold |
21
| – | – | ﹤0.01% | 954 |
|
|
2022
Q1 | $1K | Hold |
21
| – | – | ﹤0.01% | 980 |
|
|
2021
Q4 | $1K | Hold |
21
| – | – | ﹤0.01% | 1035 |
|
|
2021
Q3 | $1K | Hold |
21
| – | – | ﹤0.01% | 1017 |
|
|
2021
Q2 | $1K | Hold |
21
| – | – | ﹤0.01% | 964 |
|
|
2021
Q1 | $1K | Hold |
21
| – | – | ﹤0.01% | 912 |
|
|
2020
Q4 | $1K | Buy |
21
+9
| +75% | +$429 | ﹤0.01% | 918 |
|
|
2020
Q3 | $0 | Hold |
12
| – | – | ﹤0.01% | 1029 |
|
|
2020
Q2 | $0 | Hold |
12
| – | – | ﹤0.01% | 1115 |
|
|
2020
Q1 | $0 | Buy |
+12
| New | – | ﹤0.01% | 1015 |
|