IFWM
WRK
Institute for Wealth Management’s WestRock Company WRK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-4,465
| Closed | -$224K | – | 559 |
|
|
2024
Q2 | $224K | Hold |
4,465
| – | – | 0.03% | 449 |
|
|
2024
Q1 | $221K | Buy |
+4,465
| New | +$221K | 0.03% | 458 |
|
|
2023
Q1 | – | Sell |
-5,771
| Closed | -$203K | – | 467 |
|
|
2022
Q4 | $203K | Buy |
+5,771
| New | +$203K | 0.04% | 425 |
|
|
2022
Q3 | – | Sell |
-14,971
| Closed | -$596K | – | 532 |
|
|
2022
Q2 | $596K | Hold |
14,971
| – | – | 0.12% | 225 |
|
|
2022
Q1 | $704K | Buy |
14,971
+9,335
| +166% | +$439K | 0.11% | 221 |
|
|
2021
Q4 | $250K | Sell |
5,636
-120
| -2% | -$5.32K | 0.04% | 417 |
|
|
2021
Q3 | $287K | Hold |
5,756
| – | – | 0.05% | 387 |
|
|
2021
Q2 | $306K | Sell |
5,756
-429
| -7% | -$22.8K | 0.05% | 372 |
|
|
2021
Q1 | $322K | Sell |
6,185
-413
| -6% | -$21.5K | 0.06% | 345 |
|
|
2020
Q4 | $287K | Sell |
6,598
-376
| -5% | -$16.4K | 0.06% | 352 |
|
|
2020
Q3 | $242K | Buy |
+6,974
| New | +$242K | 0.06% | 360 |
|
|
2020
Q2 | – | Sell |
-7,116
| Closed | -$201K | – | 439 |
|
|
2020
Q1 | $201K | Buy |
7,116
+125
| +2% | +$3.53K | 0.06% | 366 |
|
|
2019
Q4 | $300K | Sell |
6,991
-302
| -4% | -$13K | 0.07% | 348 |
|
|
2019
Q3 | $266K | Sell |
7,293
-118
| -2% | -$4.3K | 0.07% | 347 |
|
|
2019
Q2 | $270K | Buy |
7,411
+575
| +8% | +$20.9K | 0.06% | 376 |
|
|
2019
Q1 | $262K | Buy |
6,836
+1,160
| +20% | +$44.5K | 0.06% | 362 |
|
|
2018
Q4 | $214K | Buy |
+5,676
| New | +$214K | 0.09% | 236 |
|