Cetera Investment Advisers’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 |
-37,513
| Closed | -$1.89M | – | 3897 |
|
|
2024
Q2 | $1.89M | Buy |
37,513
+344
| +0.9% | +$17.3K | ﹤0.01% | 1619 |
|
|
2024
Q1 | $1.84M | Buy |
37,169
+20,245
| +120% | +$1M | ﹤0.01% | 1615 |
|
|
2023
Q4 | $703K | Sell |
16,924
-9,810
| -37% | -$407K | 0.01% | 1310 |
|
|
2023
Q3 | $957K | Buy |
26,734
+2,476
| +10% | +$88.6K | 0.01% | 1066 |
|
|
2023
Q2 | $705K | Buy |
24,258
+1,024
| +4% | +$29.8K | 0.01% | 1255 |
|
|
2023
Q1 | $708K | Buy |
23,234
+1,463
| +7% | +$44.6K | 0.01% | 1223 |
|
|
2022
Q4 | $765K | Buy |
21,771
+3,883
| +22% | +$137K | 0.01% | 1122 |
|
|
2022
Q3 | $553K | Buy |
17,888
+801
| +5% | +$24.8K | 0.01% | 946 |
|
|
2022
Q2 | $681K | Buy |
17,087
+3,208
| +23% | +$128K | 0.01% | 944 |
|
|
2022
Q1 | $653K | Sell |
13,879
-2,902
| -17% | -$137K | 0.01% | 1001 |
|
|
2021
Q4 | $744K | Buy |
16,781
+254
| +2% | +$11.3K | 0.01% | 949 |
|
|
2021
Q3 | $824K | Buy |
16,527
+1,541
| +10% | +$76.8K | 0.01% | 854 |
|
|
2021
Q2 | $798K | Buy |
14,986
+700
| +5% | +$37.3K | 0.01% | 862 |
|
|
2021
Q1 | $744K | Sell |
14,286
-1,769
| -11% | -$92.1K | 0.01% | 787 |
|
|
2020
Q4 | $699K | Buy |
16,055
+9,536
| +146% | +$415K | 0.01% | 815 |
|
|
2020
Q3 | $226K | Buy |
+6,519
| New | +$226K | 0.02% | 564 |
|