Corient Private Wealth’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 |
-36,637
| Closed | -$1.84M | – | 2538 |
|
2024
Q2 | $1.84M | Buy |
36,637
+717
| +2% | +$36K | ﹤0.01% | 1054 |
|
2024
Q1 | $1.78M | Buy |
35,920
+5,439
| +18% | +$269K | ﹤0.01% | 1072 |
|
2023
Q4 | $1.27M | Sell |
30,481
-162
| -0.5% | -$6.73K | ﹤0.01% | 1196 |
|
2023
Q3 | $1.1M | Buy |
30,643
+3,751
| +14% | +$134K | ﹤0.01% | 1154 |
|
2023
Q2 | $782K | Buy |
26,892
+6,172
| +30% | +$179K | ﹤0.01% | 1239 |
|
2023
Q1 | $631K | Sell |
20,720
-8,734
| -30% | -$266K | ﹤0.01% | 1280 |
|
2022
Q4 | $1.03M | Buy |
+29,454
| New | +$1.03M | ﹤0.01% | 899 |
|