KMWM
WRK

Keudell/Morrison Wealth Management’s WestRock Company WRK Stock Holding History

Keudell/Morrison Wealth Management’s Portfolio WRK Stock Details WRK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-8,000
Closed -$348K – 170
2020
Q4 		$348K Sell
8,000
-142
-2% -$6.18K 0.22% 114
2020
Q3 		$283K Buy
+8,142
New +$283K 0.18% 119