CFA
WRK
Carroll Financial Associates’s WestRock Company WRK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $0 | Hold |
14
| – | – | ﹤0.01% | 2011 |
|
|
2021
Q3 | $0 | Hold |
14
| – | – | ﹤0.01% | 2003 |
|
|
2021
Q2 | $0 | Buy |
+14
| New | – | ﹤0.01% | 1894 |
|
|
2020
Q2 | – | Sell |
-202
| Closed | -$5K | – | 1735 |
|
|
2020
Q1 | $5K | Hold |
202
| – | – | ﹤0.01% | 1151 |
|
|
2019
Q4 | $8K | Hold |
202
| – | – | ﹤0.01% | 1153 |
|
|
2019
Q3 | $7K | Sell |
202
-1
| -0.5% | -$35 | ﹤0.01% | 1133 |
|
|
2019
Q2 | $7K | Sell |
203
-107
| -35% | -$3.69K | ﹤0.01% | 1135 |
|
|
2019
Q1 | $11K | Hold |
310
| – | – | ﹤0.01% | 929 |
|
|
2018
Q4 | $12K | Hold |
310
| – | – | ﹤0.01% | 811 |
|
|
2018
Q3 | $16K | Hold |
310
| – | – | ﹤0.01% | 779 |
|
|
2018
Q2 | $17K | Buy |
+310
| New | +$17K | ﹤0.01% | 732 |
|
|
2016
Q2 | – | Sell |
-22
| Closed | – | – | 1245 |
|
|
2016
Q1 | $0 | Hold |
22
| – | – | ﹤0.01% | 1247 |
|
|
2015
Q4 | $1K | Hold |
22
| – | – | ﹤0.01% | 1066 |
|
|
2015
Q3 | $1K | Buy |
+22
| New | +$1K | ﹤0.01% | 1042 |
|