Heritage 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
Q3 | – | Sell |
-550
| Closed | -$22K | – | 582 |
|
|
2022
Q2 | $22K | Buy |
+550
| New | +$22K | ﹤0.01% | 417 |
|
|
2020
Q4 | – | Sell |
-558
| Closed | -$19.4K | – | 565 |
|
|
2020
Q3 | $19.4K | Hold |
558
| – | – | ﹤0.01% | 352 |
|
|
2020
Q2 | $15.8K | Hold |
558
| – | – | ﹤0.01% | 351 |
|
|
2020
Q1 | $15.8K | Hold |
558
| – | – | ﹤0.01% | 342 |
|
|
2019
Q4 | $23.9K | Hold |
558
| – | – | ﹤0.01% | 367 |
|
|
2019
Q3 | $20K | Hold |
558
| – | – | ﹤0.01% | 351 |
|
|
2019
Q2 | $20.4K | Sell |
558
-9
| -2% | -$328 | ﹤0.01% | 335 |
|
|
2019
Q1 | $21.7K | Hold |
567
| – | – | ﹤0.01% | 302 |
|
|
2018
Q4 | $21K | Hold |
567
| – | – | ﹤0.01% | 260 |
|
|
2018
Q3 | $30K | Buy |
+567
| New | +$30K | 0.01% | 237 |
|