Fiduciary Alliance’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 |
-5,210
| Closed | -$254K | – | 266 |
|
|
2024
Q2 | $254K | Buy |
5,210
+1
| +0% | +$49 | 0.04% | 183 |
|
|
2024
Q1 | $257K | Sell |
5,209
-588
| -10% | -$29K | 0.05% | 163 |
|
|
2023
Q4 | $241K | Sell |
5,797
-3
| -0.1% | -$125 | 0.05% | 160 |
|
|
2023
Q3 | $208K | Buy |
+5,800
| New | +$208K | 0.05% | 156 |
|
|
2023
Q1 | – | Sell |
-103
| Closed | -$3.62K | – | 915 |
|
|
2022
Q4 | $3.62K | Buy |
+103
| New | +$3.62K | ﹤0.01% | 594 |
|