CWM
WRK
Compass Wealth Management’s WestRock Company WRK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-11
| Closed | -$553 | – | 406 |
|
|
2024
Q2 | $553 | Hold |
11
| – | – | ﹤0.01% | 392 |
|
|
2024
Q1 | $544 | Hold |
11
| – | – | ﹤0.01% | 381 |
|
|
2023
Q4 | $457 | Hold |
11
| – | – | ﹤0.01% | 375 |
|
|
2023
Q3 | $394 | Hold |
11
| – | – | ﹤0.01% | 389 |
|
|
2023
Q2 | $320 | Hold |
11
| – | – | ﹤0.01% | 396 |
|
|
2023
Q1 | $336 | Hold |
11
| – | – | ﹤0.01% | 406 |
|
|
2022
Q4 | $387 | Buy |
+11
| New | +$387 | ﹤0.01% | 404 |
|