Carson Advisory’s WestRock Company WRK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-5,850
| Closed | -$206K | – | 159 |
|
|
2022
Q4 | $206K | Sell |
5,850
-1,000
| -15% | -$35.2K | 0.2% | 124 |
|
|
2022
Q3 | $212K | Hold |
6,850
| – | – | 0.23% | 109 |
|
|
2022
Q2 | $273K | Sell |
6,850
-700
| -9% | -$27.9K | 0.3% | 91 |
|
|
2022
Q1 | $355K | Hold |
7,550
| – | – | 0.35% | 73 |
|
|
2021
Q4 | $335K | Buy |
+7,550
| New | +$335K | 0.34% | 77 |
|