EverSource Wealth Advisors’s WestRock Company WRK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-4,308
| Closed | -$207K | – | 3170 |
|
|
2024
Q1 | $207K | Buy |
4,308
+32
| +0.7% | +$1.54K | 0.02% | 477 |
|
|
2023
Q4 | $178K | Sell |
4,276
-309
| -7% | -$12.8K | 0.02% | 467 |
|
|
2023
Q3 | $164K | Sell |
4,585
-90
| -2% | -$3.22K | 0.02% | 441 |
|
|
2023
Q2 | $136K | Buy |
4,675
+3
| +0.1% | +$87 | 0.02% | 479 |
|
|
2023
Q1 | $142K | Buy |
4,672
+26
| +0.6% | +$792 | 0.02% | 451 |
|
|
2022
Q4 | $163K | Sell |
4,646
-8,420
| -64% | -$296K | 0.02% | 381 |
|
|
2022
Q3 | $403K | Buy |
13,066
+12,971
| +13,654% | +$400K | 0.09% | 199 |
|
|
2022
Q2 | $4K | Sell |
95
-1
| -1% | -$42 | ﹤0.01% | 1364 |
|
|
2022
Q1 | $4K | Buy |
96
+48
| +100% | +$2K | ﹤0.01% | 1376 |
|
|
2021
Q4 | $2K | Buy |
+48
| New | +$2K | ﹤0.01% | 1655 |
|