CWP
WRK
Concord Wealth Partners’s WestRock Company WRK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-39
| Closed | -$1.96K | – | 1041 |
|
|
2024
Q2 | $1.96K | Hold |
39
| – | – | ﹤0.01% | 668 |
|
|
2024
Q1 | $1.93K | Hold |
39
| – | – | ﹤0.01% | 752 |
|
|
2023
Q4 | $1.62K | Sell |
39
-2
| -5% | -$83 | ﹤0.01% | 735 |
|
|
2023
Q3 | $1.45K | Sell |
41
-12,493
| -100% | -$443K | ﹤0.01% | 913 |
|
|
2023
Q2 | $364K | Buy |
12,534
+5,990
| +92% | +$174K | 0.08% | 132 |
|
|
2023
Q1 | $199K | Buy |
6,544
+6,476
| +9,524% | +$197K | 0.06% | 167 |
|
|
2022
Q4 | $2.39K | Buy |
+68
| New | +$2.39K | ﹤0.01% | 904 |
|
|
2022
Q3 | – | Sell |
-173
| Closed | -$7K | – | 1236 |
|
|
2022
Q2 | $7K | Buy |
173
+115
| +198% | +$4.65K | ﹤0.01% | 766 |
|
|
2022
Q1 | $3K | Buy |
58
+30
| +107% | +$1.55K | ﹤0.01% | 1051 |
|
|
2021
Q4 | $1K | Buy |
28
+13
| +87% | +$464 | ﹤0.01% | 1283 |
|
|
2021
Q3 | $1K | Hold |
15
| – | – | ﹤0.01% | 879 |
|
|
2021
Q2 | $1K | Buy |
+15
| New | +$1K | ﹤0.01% | 1021 |
|