Farther Finance Advisors’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 |
-3,958
| Closed | -$196K | – | 4182 |
|
|
2024
Q2 | $196K | Buy |
3,958
+14
| +0.4% | +$694 | 0.01% | 838 |
|
|
2024
Q1 | $195K | Buy |
3,944
+197
| +5% | +$9.72K | 0.01% | 695 |
|
|
2023
Q4 | $156K | Buy |
3,747
+3,312
| +761% | +$138K | 0.01% | 640 |
|
|
2023
Q3 | $15.6K | Buy |
435
+100
| +30% | +$3.58K | ﹤0.01% | 1154 |
|
|
2023
Q2 | $9.74K | Sell |
335
-37
| -10% | -$1.08K | ﹤0.01% | 1207 |
|
|
2023
Q1 | $11.3K | Buy |
372
+45
| +14% | +$1.37K | ﹤0.01% | 1067 |
|
|
2022
Q4 | $11.5K | Buy |
+327
| New | +$11.5K | ﹤0.01% | 901 |
|