Newbridge Financial Services Group’s WestRock Company WRK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-8,956
| Closed | -$450K | – | 1157 |
|
|
2024
Q2 | $450K | Buy |
8,956
+8,046
| +884% | +$404K | 0.17% | 106 |
|
|
2024
Q1 | $45K | Buy |
910
+410
| +82% | +$20.3K | 0.02% | 412 |
|
|
2023
Q4 | $20.8K | Hold |
500
| – | – | 0.01% | 587 |
|
|
2023
Q3 | $17.9K | Hold |
500
| – | – | 0.01% | 667 |
|
|
2023
Q2 | $14.5K | Hold |
500
| – | – | 0.01% | 795 |
|
|
2023
Q1 | $15.2K | Hold |
500
| – | – | 0.01% | 802 |
|
|
2022
Q4 | $17.6K | Hold |
500
| – | – | 0.01% | 765 |
|
|
2022
Q3 | $15K | Hold |
500
| – | – | 0.01% | 788 |
|
|
2022
Q2 | $20K | Buy |
+500
| New | +$20K | 0.01% | 667 |
|
|
2022
Q1 | – | Sell |
-3
| Closed | – | – | 1599 |
|
|
2021
Q4 | $0 | Hold |
3
| – | – | ﹤0.01% | 1570 |
|
|
2021
Q3 | $1K | Hold |
3
| – | – | ﹤0.01% | 1347 |
|
|
2021
Q2 | $0 | Buy |
+3
| New | – | ﹤0.01% | 1533 |
|