Patriot Financial Group Insurance Agency’s WestRock Company WRK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-290
| Closed | -$12K | – | 2047 |
|
|
2022
Q2 | $12K | Sell |
290
-85
| -23% | -$3.52K | ﹤0.01% | 1191 |
|
|
2022
Q1 | $18K | Buy |
375
+2
| +0.5% | +$96 | ﹤0.01% | 1137 |
|
|
2021
Q4 | $17K | Buy |
373
+1
| +0.3% | +$46 | ﹤0.01% | 1297 |
|
|
2021
Q3 | $19K | Buy |
372
+88
| +31% | +$4.5K | ﹤0.01% | 1247 |
|
|
2021
Q2 | $15K | Buy |
284
+1
| +0.4% | +$53 | ﹤0.01% | 1307 |
|
|
2021
Q1 | $15K | Buy |
283
+1
| +0.4% | +$53 | ﹤0.01% | 1222 |
|
|
2020
Q4 | $12K | Buy |
282
+1
| +0.4% | +$43 | ﹤0.01% | 1169 |
|
|
2020
Q3 | $10K | Buy |
281
+2
| +0.7% | +$71 | ﹤0.01% | 1047 |
|
|
2020
Q2 | $8K | Buy |
279
+2
| +0.7% | +$57 | ﹤0.01% | 1061 |
|
|
2020
Q1 | $8K | Buy |
277
+4
| +1% | +$116 | ﹤0.01% | 946 |
|
|
2019
Q4 | $12K | Buy |
273
+3
| +1% | +$132 | ﹤0.01% | 803 |
|
|
2019
Q3 | $10K | Buy |
270
+4
| +2% | +$148 | ﹤0.01% | 814 |
|
|
2019
Q2 | $10K | Buy |
266
+3
| +1% | +$113 | ﹤0.01% | 817 |
|
|
2019
Q1 | $10K | Buy |
263
+3
| +1% | +$114 | 0.01% | 715 |
|
|
2018
Q4 | $10K | Hold |
260
| – | – | 0.01% | 623 |
|
|
2018
Q3 | $14K | Buy |
260
+1
| +0.4% | +$54 | 0.01% | 565 |
|
|
2018
Q2 | $15K | Buy |
259
+2
| +0.8% | +$116 | 0.02% | 338 |
|
|
2018
Q1 | $16K | Buy |
257
+2
| +0.8% | +$125 | 0.01% | 520 |
|
|
2017
Q4 | $17K | Buy |
255
+2
| +0.8% | +$133 | 0.01% | 489 |
|
|
2017
Q3 | $15K | Buy |
253
+1
| +0.4% | +$59 | 0.01% | 476 |
|
|
2017
Q2 | $15K | Buy |
252
+2
| +0.8% | +$119 | 0.02% | 450 |
|
|
2017
Q1 | $13K | Buy |
250
+2
| +0.8% | +$104 | 0.01% | 451 |
|
|
2016
Q4 | $13K | Buy |
+248
| New | +$13K | 0.02% | 430 |
|