Personal CFO Solutions’s WestRock Company WRK Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2023
Q4
Sell
-12,975
Closed -$465K 552
2023
Q3
$465K Sell
12,975
-2,021
-13% -$72.4K 0.09% 211
2023
Q2
$436K Sell
14,996
-2,729
-15% -$79.3K 0.09% 229
2023
Q1
$540K Sell
17,725
-14
-0.1% -$427 0.11% 181
2022
Q4
$624K Buy
+17,739
New +$624K 0.13% 155
2019
Q4
Sell
-12,918
Closed -$471K 386
2019
Q3
$471K Buy
+12,918
New +$471K 0.19% 137