JFS Wealth Advisors’s WestRock Company WRK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-130
| Closed | -$6.53K | – | 2035 |
|
|
2024
Q2 | $6.53K | Hold |
130
| – | – | ﹤0.01% | 951 |
|
|
2024
Q1 | $6.43K | Hold |
130
| – | – | ﹤0.01% | 1001 |
|
|
2023
Q4 | $5.4K | Hold |
130
| – | – | ﹤0.01% | 1023 |
|
|
2023
Q3 | $4.65K | Hold |
130
| – | – | ﹤0.01% | 1013 |
|
|
2023
Q2 | $3.78K | Sell |
130
-22
| -14% | -$640 | ﹤0.01% | 1130 |
|
|
2023
Q1 | $4.63K | Buy |
152
+55
| +57% | +$1.68K | ﹤0.01% | 1017 |
|
|
2022
Q4 | $3.41K | Buy |
97
+89
| +1,113% | +$3.13K | ﹤0.01% | 1151 |
|
|
2022
Q3 | $0 | Sell |
8
-197
| -96% | – | ﹤0.01% | 1965 |
|
|
2022
Q2 | $8K | Buy |
205
+79
| +63% | +$3.08K | ﹤0.01% | 852 |
|
|
2022
Q1 | $6K | Buy |
126
+75
| +147% | +$3.57K | ﹤0.01% | 1008 |
|
|
2021
Q4 | $2K | Buy |
+51
| New | +$2K | ﹤0.01% | 1210 |
|