Forum Financial Management’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 |
-5,264
| Closed | -$265K | – | 787 |
|
|
2024
Q2 | $265K | Hold |
5,264
| – | – | ﹤0.01% | 532 |
|
|
2024
Q1 | $260K | Hold |
5,264
| – | – | ﹤0.01% | 562 |
|
|
2023
Q4 | $219K | Buy |
+5,264
| New | +$219K | ﹤0.01% | 600 |
|
|
2022
Q3 | – | Sell |
-5,292
| Closed | -$211K | – | 609 |
|
|
2022
Q2 | $211K | Sell |
5,292
-2,118
| -29% | -$84.4K | 0.01% | 500 |
|
|
2022
Q1 | $348K | Buy |
7,410
+663
| +10% | +$31.1K | 0.02% | 333 |
|
|
2021
Q4 | $299K | Buy |
+6,747
| New | +$299K | 0.02% | 425 |
|