NewEdge Advisors’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 |
-1,329
| Closed | -$66.8K | – | 4000 |
|
|
2024
Q2 | $66.8K | Buy |
1,329
+79
| +6% | +$3.97K | ﹤0.01% | 2246 |
|
|
2024
Q1 | $61.8K | Sell |
1,250
-69
| -5% | -$3.41K | ﹤0.01% | 2243 |
|
|
2023
Q4 | $54.7K | Sell |
1,319
-25
| -2% | -$1.04K | ﹤0.01% | 2200 |
|
|
2023
Q3 | $48.1K | Buy |
1,344
+538
| +67% | +$19.3K | ﹤0.01% | 2110 |
|
|
2023
Q2 | $23.4K | Hold |
806
| – | – | ﹤0.01% | 2338 |
|
|
2023
Q1 | $24.6K | Sell |
806
-795
| -50% | -$24.2K | ﹤0.01% | 2262 |
|
|
2022
Q4 | $31.5K | Buy |
+1,601
| New | +$31.5K | ﹤0.01% | 1940 |
|
|
2022
Q1 | – | Sell |
-5,374
| Closed | -$238K | – | 1701 |
|
|
2021
Q4 | $238K | Buy |
+5,374
| New | +$238K | ﹤0.01% | 1440 |
|