FAN
WRK
Financial Advisors Network’s WestRock Company WRK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $234K | Buy |
5,630
+19
| +0.3% | +$789 | 0.05% | 158 |
|
|
2023
Q3 | $201K | Buy |
+5,611
| New | +$201K | 0.05% | 156 |
|
|
2020
Q1 | – | Sell |
-17,564
| Closed | -$754K | – | 128 |
|
|
2019
Q4 | $754K | Sell |
17,564
-459
| -3% | -$19.7K | 0.35% | 52 |
|
|
2019
Q3 | $657K | Buy |
18,023
+785
| +5% | +$28.6K | 0.34% | 58 |
|
|
2019
Q2 | $600K | Buy |
17,238
+1,833
| +12% | +$63.8K | 0.32% | 59 |
|
|
2019
Q1 | $502K | Buy |
+15,405
| New | +$502K | 0.29% | 65 |
|
|
2017
Q1 | – | Sell |
-626
| Closed | -$33.7K | – | 472 |
|
|
2016
Q4 | $33.7K | Buy |
+626
| New | +$33.7K | 0.03% | 158 |
|