Icon Wealth Partners’s WestRock Company WRK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $555K | Hold |
15,506
| – | – | 0.06% | 163 |
|
|
2023
Q2 | $451K | Hold |
15,506
| – | – | 0.05% | 204 |
|
|
2023
Q1 | $472K | Buy |
+15,506
| New | +$472K | 0.05% | 196 |
|
|
2018
Q3 | – | Sell |
-21
| Closed | -$1K | – | 755 |
|
|
2018
Q2 | $1K | Buy |
+21
| New | +$1K | ﹤0.01% | 824 |
|
|
2018
Q1 | – | Sell |
-21
| Closed | -$1K | – | 773 |
|
|
2017
Q4 | $1K | Buy |
+21
| New | +$1K | ﹤0.01% | 863 |
|