IAA
WRK
Independent Advisor Alliance’s WestRock Company WRK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-9,173
| Closed | -$461K | – | 768 |
|
|
2024
Q2 | $461K | Buy |
9,173
+42
| +0.5% | +$2.11K | 0.02% | 482 |
|
|
2024
Q1 | $452K | Buy |
9,131
+42
| +0.5% | +$2.08K | 0.02% | 477 |
|
|
2023
Q4 | $377K | Sell |
9,089
-3
| -0% | -$125 | 0.01% | 490 |
|
|
2023
Q3 | $326K | Buy |
9,092
+6
| +0.1% | +$215 | 0.01% | 502 |
|
|
2023
Q2 | $264K | Buy |
9,086
+2,459
| +37% | +$71.5K | 0.01% | 554 |
|
|
2023
Q1 | $202K | Buy |
+6,627
| New | +$202K | 0.01% | 618 |
|
|
2022
Q1 | – | Sell |
-4,732
| Closed | -$210K | – | 748 |
|
|
2021
Q4 | $210K | Buy |
4,732
+102
| +2% | +$4.53K | 0.01% | 622 |
|
|
2021
Q3 | $231K | Buy |
4,630
+326
| +8% | +$16.3K | 0.01% | 558 |
|
|
2021
Q2 | $229K | Sell |
4,304
-1,874
| -30% | -$99.7K | 0.01% | 558 |
|
|
2021
Q1 | $322K | Buy |
6,178
+361
| +6% | +$18.8K | 0.02% | 472 |
|
|
2020
Q4 | $253K | Sell |
5,817
-1,550
| -21% | -$67.4K | 0.02% | 467 |
|
|
2020
Q3 | $256K | Sell |
7,367
-1,002
| -12% | -$34.8K | 0.02% | 415 |
|
|
2020
Q2 | $237K | Buy |
8,369
+370
| +5% | +$10.5K | 0.03% | 403 |
|
|
2020
Q1 | $226K | Buy |
+7,999
| New | +$226K | 0.03% | 337 |
|
|
2018
Q3 | – | Sell |
-6,527
| Closed | -$368K | – | 402 |
|
|
2018
Q2 | $368K | Buy |
6,527
+528
| +9% | +$29.8K | 0.08% | 207 |
|
|
2018
Q1 | $372K | Buy |
+5,999
| New | +$372K | 0.08% | 223 |
|