Carson Wealth (CWM LLC)’s WestRock Company WRK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-6,122
| Closed | -$308K | – | 5290 |
|
|
2024
Q2 | $308K | Buy |
6,122
+2,363
| +63% | +$119K | ﹤0.01% | 1380 |
|
|
2024
Q1 | $186K | Buy |
3,759
+654
| +21% | +$32.4K | ﹤0.01% | 1548 |
|
|
2023
Q4 | $129K | Buy |
3,105
+169
| +6% | +$7.02K | ﹤0.01% | 1615 |
|
|
2023
Q3 | $105K | Buy |
2,936
+436
| +17% | +$15.6K | ﹤0.01% | 1598 |
|
|
2023
Q2 | $73K | Sell |
2,500
-717
| -22% | -$20.9K | ﹤0.01% | 1751 |
|
|
2023
Q1 | $98K | Buy |
3,217
+114
| +4% | +$3.47K | ﹤0.01% | 1501 |
|
|
2022
Q4 | $109K | Sell |
3,103
-299
| -9% | -$10.5K | ﹤0.01% | 1343 |
|
|
2022
Q3 | $105K | Buy |
3,402
+1,022
| +43% | +$31.5K | ﹤0.01% | 1306 |
|
|
2022
Q2 | $95K | Buy |
2,380
+1,240
| +109% | +$49.5K | ﹤0.01% | 1335 |
|
|
2022
Q1 | $54K | Buy |
1,140
+237
| +26% | +$11.2K | ﹤0.01% | 1573 |
|
|
2021
Q4 | $40K | Buy |
+903
| New | +$40K | ﹤0.01% | 1670 |
|
|
2021
Q2 | $47K | Hold |
892
| – | – | ﹤0.01% | 1425 |
|
|
2021
Q1 | $47K | Hold |
892
| – | – | ﹤0.01% | 1425 |
|
|
2020
Q4 | $47K | Hold |
892
| – | – | ﹤0.01% | 1425 |
|
|
2020
Q3 | $47K | Hold |
892
| – | – | ﹤0.01% | 1425 |
|
|
2020
Q2 | $47K | Hold |
892
| – | – | ﹤0.01% | 1425 |
|
|
2020
Q1 | $47K | Hold |
892
| – | – | ﹤0.01% | 1425 |
|
|
2019
Q4 | $47K | Hold |
892
| – | – | ﹤0.01% | 1425 |
|
|
2019
Q3 | $47K | Hold |
892
| – | – | ﹤0.01% | 1425 |
|
|
2019
Q2 | $47K | Hold |
892
| – | – | ﹤0.01% | 1425 |
|
|
2019
Q1 | $47K | Buy |
892
+876
| +5,475% | +$46.2K | ﹤0.01% | 1425 |
|
|
2018
Q4 | $1K | Sell |
16
-59
| -79% | -$3.69K | ﹤0.01% | 2019 |
|
|
2018
Q3 | $4K | Buy |
+75
| New | +$4K | ﹤0.01% | 1419 |
|
|
2017
Q1 | – | Sell |
-97
| Closed | -$5K | – | 1342 |
|
|
2016
Q4 | $5K | Buy |
+97
| New | +$5K | ﹤0.01% | 861 |
|