FWM
WRK
Focused Wealth Management’s WestRock Company WRK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-2,500
| Closed | -$125K | – | 1046 |
|
|
2021
Q3 | $125K | Hold |
2,500
| – | – | 0.02% | 252 |
|
|
2021
Q2 | $133K | Hold |
2,500
| – | – | 0.02% | 251 |
|
|
2021
Q1 | $130K | Hold |
2,500
| – | – | 0.02% | 235 |
|
|
2020
Q4 | $109K | Buy |
+2,500
| New | +$109K | 0.02% | 247 |
|
|
2019
Q2 | – | Sell |
-2,750
| Closed | -$105K | – | 775 |
|
|
2019
Q1 | $105K | Hold |
2,750
| – | – | 0.03% | 209 |
|
|
2018
Q4 | $104K | Hold |
2,750
| – | – | 0.04% | 224 |
|
|
2018
Q3 | $147K | Hold |
2,750
| – | – | 0.05% | 185 |
|
|
2018
Q2 | $157K | Hold |
2,750
| – | – | 0.05% | 185 |
|
|
2018
Q1 | $176K | Buy |
+2,750
| New | +$176K | 0.06% | 178 |
|