FTDI
WRK
First Trust Direct Indexing’s WestRock Company WRK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-9,888
| Closed | -$497K | – | 1012 |
|
|
2024
Q2 | $497K | Buy |
9,888
+918
| +10% | +$46.1K | 0.03% | 507 |
|
|
2024
Q1 | $444K | Buy |
8,970
+423
| +5% | +$20.9K | 0.03% | 499 |
|
|
2023
Q4 | $355K | Buy |
8,547
+705
| +9% | +$29.3K | 0.03% | 535 |
|
|
2023
Q3 | $281K | Sell |
7,842
-126
| -2% | -$4.51K | 0.03% | 536 |
|
|
2023
Q2 | $232K | Buy |
+7,968
| New | +$232K | 0.03% | 618 |
|
|
2021
Q1 | – | Sell |
-375
| Closed | -$16K | – | 1036 |
|
|
2020
Q4 | $16K | Buy |
+375
| New | +$16K | ﹤0.01% | 879 |
|