Financial Synergies Wealth 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
Q2 | – | Sell |
-8
| Closed | -$410 | – | 507 |
|
|
2024
Q1 | $410 | Buy |
8
+5
| +167% | +$256 | ﹤0.01% | 473 |
|
|
2023
Q4 | $106 | Sell |
3
-5
| -63% | -$177 | ﹤0.01% | 451 |
|
|
2023
Q3 | $292 | Hold |
8
| – | – | ﹤0.01% | 474 |
|
|
2023
Q2 | $235 | Buy |
8
+4
| +100% | +$118 | ﹤0.01% | 478 |
|
|
2023
Q1 | $122 | Buy |
4
+1
| +33% | +$31 | ﹤0.01% | 486 |
|
|
2022
Q4 | $106 | Hold |
3
| – | – | ﹤0.01% | 451 |
|
|
2022
Q3 | $93 | Hold |
3
| – | – | ﹤0.01% | 460 |
|
|
2022
Q2 | $120 | Buy |
+3
| New | +$120 | ﹤0.01% | 479 |
|