Pathstone Family Office’s WestRock Company WRK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $424K | Buy |
+11,853
| New | +$424K | ﹤0.01% | 1119 |
|
|
2023
Q1 | – | Sell |
-6,163
| Closed | -$218K | – | 1529 |
|
|
2022
Q4 | $218K | Buy |
+6,163
| New | +$218K | ﹤0.01% | 1354 |
|
|
2017
Q2 | – | Sell |
-29
| Closed | -$2K | – | 670 |
|
|
2017
Q1 | $2K | Buy |
+29
| New | +$2K | ﹤0.01% | 413 |
|
|
2015
Q4 | – | Sell |
-263
| Closed | -$12K | – | 169 |
|
|
2015
Q3 | $12K | Buy |
+263
| New | +$12K | 0.03% | 78 |
|