Global Retirement Partners’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 |
-1,164
| Closed | -$58.5K | – | 3679 |
|
|
2024
Q2 | $58.5K | Buy |
1,164
+9
| +0.8% | +$452 | ﹤0.01% | 1454 |
|
|
2024
Q1 | $57.1K | Buy |
1,155
+13
| +1% | +$643 | ﹤0.01% | 1357 |
|
|
2023
Q4 | $47.1K | Buy |
1,142
+29
| +3% | +$1.2K | ﹤0.01% | 1399 |
|
|
2023
Q3 | $40.5K | Sell |
1,113
-10
| -0.9% | -$364 | ﹤0.01% | 1364 |
|
|
2023
Q2 | $32.7K | Buy |
1,123
+5
| +0.4% | +$145 | ﹤0.01% | 1463 |
|
|
2023
Q1 | $32.3K | Buy |
1,118
+750
| +204% | +$21.7K | ﹤0.01% | 1433 |
|
|
2022
Q4 | $12.9K | Buy |
368
+1
| +0.3% | +$35 | ﹤0.01% | 1675 |
|
|
2022
Q3 | $12K | Buy |
367
+14
| +4% | +$458 | ﹤0.01% | 1629 |
|
|
2022
Q2 | $14K | Sell |
353
-5
| -1% | -$198 | ﹤0.01% | 1506 |
|
|
2022
Q1 | $16K | Buy |
+358
| New | +$16K | ﹤0.01% | 1447 |
|
|
2021
Q4 | – | Sell |
-81
| Closed | -$4K | – | 1915 |
|
|
2021
Q3 | $4K | Sell |
81
-3
| -4% | -$148 | ﹤0.01% | 1722 |
|
|
2021
Q2 | $4K | Buy |
84
+3
| +4% | +$143 | ﹤0.01% | 1647 |
|
|
2021
Q1 | $4K | Hold |
81
| – | – | ﹤0.01% | 1555 |
|
|
2020
Q4 | $4K | Hold |
81
| – | – | ﹤0.01% | 1511 |
|
|
2020
Q3 | $3K | Sell |
81
-10
| -11% | -$370 | ﹤0.01% | 1453 |
|
|
2020
Q2 | $3K | Sell |
91
-21
| -19% | -$692 | ﹤0.01% | 1424 |
|
|
2020
Q1 | $3K | Sell |
112
-23
| -17% | -$616 | ﹤0.01% | 1371 |
|
|
2019
Q4 | $6K | Buy |
+135
| New | +$6K | ﹤0.01% | 1310 |
|
|
2019
Q2 | – | Sell |
-43
| Closed | -$2K | – | 1730 |
|
|
2019
Q1 | $2K | Sell |
43
-13
| -23% | -$605 | ﹤0.01% | 1417 |
|
|
2018
Q4 | $2K | Hold |
56
| – | – | ﹤0.01% | 1361 |
|
|
2018
Q3 | $3K | Hold |
56
| – | – | ﹤0.01% | 1362 |
|
|
2018
Q2 | $3K | Sell |
56
-37
| -40% | -$1.98K | ﹤0.01% | 1345 |
|
|
2018
Q1 | $6K | Hold |
93
| – | – | ﹤0.01% | 1133 |
|
|
2017
Q4 | $6K | Hold |
93
| – | – | ﹤0.01% | 1086 |
|
|
2017
Q3 | $4K | Hold |
93
| – | – | ﹤0.01% | 1060 |
|
|
2017
Q2 | $4K | Buy |
93
+1
| +1% | +$43 | ﹤0.01% | 1000 |
|
|
2017
Q1 | $4K | Hold |
92
| – | – | ﹤0.01% | 959 |
|
|
2016
Q4 | $4K | Buy |
+92
| New | +$4K | ﹤0.01% | 890 |
|