Crewe Advisors’s WestRock Company WRK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-270
| Closed | -$9.67K | – | 722 |
|
|
2023
Q3 | $9.67K | Hold |
270
| – | – | ﹤0.01% | 246 |
|
|
2023
Q2 | $7.85K | Buy |
270
+135
| +100% | +$3.92K | ﹤0.01% | 432 |
|
|
2023
Q1 | $4.11K | Hold |
135
| – | – | ﹤0.01% | 655 |
|
|
2022
Q4 | $4.75K | Sell |
135
-460
| -77% | -$16.2K | ﹤0.01% | 684 |
|
|
2022
Q3 | $18K | Sell |
595
-200
| -25% | -$6.05K | ﹤0.01% | 496 |
|
|
2022
Q2 | $32K | Buy |
795
+165
| +26% | +$6.64K | 0.01% | 348 |
|
|
2022
Q1 | $30K | Sell |
630
-70
| -10% | -$3.33K | 0.01% | 269 |
|
|
2021
Q4 | $31K | Buy |
+700
| New | +$31K | 0.01% | 227 |
|