Empower Advisory Group’s WestRock Company WRK Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q2 | – | Sell |
-5,398
| Closed | -$267K | – | 524 |
|
2024
Q1 | $267K | Sell |
5,398
-750
| -12% | -$37.1K | ﹤0.01% | 432 |
|
2023
Q4 | $255K | Sell |
6,148
-499
| -8% | -$20.7K | ﹤0.01% | 423 |
|
2023
Q3 | $238K | Sell |
6,647
-1,538
| -19% | -$55.1K | ﹤0.01% | 425 |
|
2023
Q2 | $238K | Sell |
8,185
-2
| -0% | -$58 | ﹤0.01% | 442 |
|
2023
Q1 | $250K | Buy |
+8,187
| New | +$250K | ﹤0.01% | 429 |
|