Peterson Wealth Services’s WestRock Company WRK Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q1 | – | Sell |
-68,094
| Closed | -$2.39M | – | 95 |
|
2022
Q4 | $2.39M | Sell |
68,094
-1,256
| -2% | -$44.2K | 1.37% | 23 |
|
2022
Q3 | $2.14M | Buy |
69,350
+1,725
| +3% | +$53.3K | 1.52% | 24 |
|
2022
Q2 | $2.69M | Buy |
67,625
+1,733
| +3% | +$69K | 1.94% | 19 |
|
2022
Q1 | $3.1M | Buy |
65,892
+10,757
| +20% | +$506K | 1.91% | 18 |
|
2021
Q4 | $2.45M | Buy |
+55,135
| New | +$2.45M | 1.62% | 24 |
|