EWM
WRK
Executive Wealth Management’s WestRock Company WRK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-6,000
| Closed | -$302K | – | 273 |
|
|
2024
Q2 | $302K | Hold |
6,000
| – | – | 0.06% | 99 |
|
|
2024
Q1 | $296K | Hold |
6,000
| – | – | 0.03% | 198 |
|
|
2023
Q4 | $249K | Hold |
6,000
| – | – | 0.02% | 188 |
|
|
2023
Q3 | $215K | Sell |
6,000
-3,000
| -33% | -$107K | 0.02% | 187 |
|
|
2023
Q2 | $262K | Hold |
9,000
| – | – | 0.03% | 169 |
|
|
2023
Q1 | $274K | Buy |
+9,000
| New | +$274K | 0.03% | 163 |
|