CWS
WRK
Confluence Wealth Services’s WestRock Company WRK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-11,407
| Closed | -$348K | – | 265 |
|
|
2023
Q1 | $348K | Buy |
11,407
+467
| +4% | +$14.2K | 0.08% | 177 |
|
|
2022
Q4 | $385K | Sell |
10,940
-92
| -0.8% | -$3.24K | 0.1% | 169 |
|
|
2022
Q3 | $340K | Buy |
11,032
+1
| +0% | +$31 | 0.14% | 168 |
|
|
2022
Q2 | $462K | Buy |
11,031
+135
| +1% | +$5.65K | 0.2% | 161 |
|
|
2022
Q1 | $512K | Buy |
10,896
+111
| +1% | +$5.22K | 0.18% | 140 |
|
|
2021
Q4 | $478K | Buy |
+10,785
| New | +$478K | 0.15% | 146 |
|