Laurel Wealth Advisors (California)’s WestRock Company WRK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-4,914
| Closed | -$231K | – | 764 |
|
|
2022
Q1 | $231K | Hold |
4,914
| – | – | 0.02% | 670 |
|
|
2021
Q4 | $218K | Buy |
+4,914
| New | +$218K | 0.02% | 737 |
|
|
2020
Q2 | – | Sell |
-13,581
| Closed | -$384K | – | 391 |
|
|
2020
Q1 | $384K | Buy |
+13,581
| New | +$384K | 0.09% | 230 |
|
|
2018
Q1 | – | Sell |
-10,975
| Closed | -$693K | – | 382 |
|
|
2017
Q4 | $693K | Sell |
10,975
-575
| -5% | -$36.3K | 0.2% | 121 |
|
|
2017
Q3 | $655K | Sell |
11,550
-700
| -6% | -$39.7K | 0.22% | 109 |
|
|
2017
Q2 | $694K | Buy |
+12,250
| New | +$694K | 0.25% | 108 |
|