HCR Wealth Advisors’s WestRock Company WRK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-4,948
| Closed | -$233K | – | 201 |
|
|
2022
Q1 | $233K | Hold |
4,948
| – | – | 0.04% | 169 |
|
|
2021
Q4 | $219K | Hold |
4,948
| – | – | 0.03% | 186 |
|
|
2021
Q3 | $247K | Buy |
4,948
+175
| +4% | +$8.74K | 0.04% | 176 |
|
|
2021
Q2 | $254K | Hold |
4,773
| – | – | 0.04% | 166 |
|
|
2021
Q1 | $248K | Buy |
+4,773
| New | +$248K | 0.05% | 161 |
|
|
2019
Q2 | – | Sell |
-7,320
| Closed | -$354K | – | 187 |
|
|
2019
Q1 | $354K | Buy |
+7,320
| New | +$354K | 0.1% | 130 |
|