BIP Wealth’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 |
-24,224
| Closed | -$1.22M | – | 242 |
|
|
2024
Q2 | $1.22M | Sell |
24,224
-5,175
| -18% | -$260K | 0.1% | 70 |
|
|
2024
Q1 | $1.45M | Sell |
29,399
-12,700
| -30% | -$628K | 0.11% | 69 |
|
|
2023
Q4 | $1.75M | Sell |
42,099
-3,525
| -8% | -$146K | 0.14% | 62 |
|
|
2023
Q3 | $1.63M | Buy |
45,624
+24
| +0.1% | +$859 | 0.15% | 58 |
|
|
2023
Q2 | $1.33M | Hold |
45,600
| – | – | 0.11% | 69 |
|
|
2023
Q1 | $1.39M | Buy |
+45,600
| New | +$1.39M | 0.15% | 65 |
|