Foundations Investment Advisors’s WestRock Company WRK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-4,574
| Closed | -$226K | – | 811 |
|
|
2024
Q1 | $226K | Buy |
+4,574
| New | +$226K | 0.01% | 648 |
|
|
2023
Q4 | – | Sell |
-12,790
| Closed | -$458K | – | 736 |
|
|
2023
Q3 | $458K | Sell |
12,790
-454
| -3% | -$16.3K | 0.01% | 408 |
|
|
2023
Q2 | $385K | Sell |
13,244
-793
| -6% | -$23.1K | 0.01% | 413 |
|
|
2023
Q1 | $428K | Buy |
14,037
+426
| +3% | +$13K | 0.02% | 344 |
|
|
2022
Q4 | $479K | Buy |
13,611
+2,112
| +18% | +$74.3K | 0.02% | 284 |
|
|
2022
Q3 | $355K | Buy |
11,499
+3,887
| +51% | +$120K | 0.02% | 301 |
|
|
2022
Q2 | $306K | Sell |
7,612
-135
| -2% | -$5.43K | 0.01% | 297 |
|
|
2022
Q1 | $387K | Sell |
7,747
-74
| -0.9% | -$3.7K | 0.02% | 229 |
|
|
2021
Q4 | $360K | Buy |
7,821
+1,799
| +30% | +$82.8K | 0.01% | 245 |
|
|
2021
Q3 | $311K | Sell |
6,022
-85
| -1% | -$4.39K | 0.01% | 244 |
|
|
2021
Q2 | $323K | Sell |
6,107
-230
| -4% | -$12.2K | 0.02% | 223 |
|
|
2021
Q1 | $335K | Sell |
6,337
-7,894
| -55% | -$417K | 0.02% | 169 |
|
|
2020
Q4 | $644K | Sell |
14,231
-15,288
| -52% | -$692K | 0.04% | 100 |
|
|
2020
Q3 | $1.03M | Sell |
29,519
-15,174
| -34% | -$532K | 0.23% | 69 |
|
|
2020
Q2 | $1.26M | Sell |
44,693
-4,097
| -8% | -$116K | 0.11% | 62 |
|
|
2020
Q1 | $1.3M | Buy |
+48,790
| New | +$1.3M | 0.15% | 30 |
|