Plante Moran Financial Advisors’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 |
-197
| Closed | -$6.93K | – | 963 |
|
|
2022
Q4 | $6.93K | Buy |
+197
| New | +$6.93K | ﹤0.01% | 630 |
|
|
2022
Q3 | – | Sell |
-20
| Closed | -$1K | – | 1118 |
|
|
2022
Q2 | $1K | Buy |
+20
| New | +$1K | ﹤0.01% | 957 |
|
|
2022
Q1 | – | Sell |
-85
| Closed | -$4K | – | 1057 |
|
|
2021
Q4 | $4K | Buy |
+85
| New | +$4K | ﹤0.01% | 866 |
|
|
2021
Q1 | – | Sell |
-430
| Closed | -$19K | – | 1166 |
|
|
2020
Q4 | $19K | Hold |
430
| – | – | 0.01% | 544 |
|
|
2020
Q3 | $15K | Hold |
430
| – | – | 0.01% | 552 |
|
|
2020
Q2 | $12K | Buy |
+430
| New | +$12K | ﹤0.01% | 505 |
|
|
2019
Q4 | – | Sell |
-54
| Closed | -$2K | – | 921 |
|
|
2019
Q3 | $2K | Hold |
54
| – | – | ﹤0.01% | 801 |
|
|
2019
Q2 | $2K | Hold |
54
| – | – | ﹤0.01% | 741 |
|
|
2019
Q1 | $2K | Hold |
54
| – | – | ﹤0.01% | 730 |
|
|
2018
Q4 | $2K | Hold |
54
| – | – | ﹤0.01% | 759 |
|
|
2018
Q3 | $3K | Hold |
54
| – | – | ﹤0.01% | 666 |
|
|
2018
Q2 | $3K | Sell |
54
-66
| -55% | -$3.67K | ﹤0.01% | 694 |
|
|
2018
Q1 | $8K | Hold |
120
| – | – | ﹤0.01% | 649 |
|
|
2017
Q4 | $8K | Hold |
120
| – | – | ﹤0.01% | 642 |
|
|
2017
Q3 | $7K | Hold |
120
| – | – | ﹤0.01% | 616 |
|
|
2017
Q2 | $7K | Sell |
120
-535
| -82% | -$31.2K | ﹤0.01% | 625 |
|
|
2017
Q1 | $34K | Sell |
655
-75
| -10% | -$3.89K | 0.02% | 381 |
|
|
2016
Q4 | $37K | Buy |
730
+610
| +508% | +$30.9K | 0.02% | 380 |
|
|
2016
Q3 | $6K | Buy |
120
+54
| +82% | +$2.7K | ﹤0.01% | 671 |
|
|
2016
Q2 | $3K | Sell |
66
-7
| -10% | -$318 | ﹤0.01% | 754 |
|
|
2016
Q1 | $3K | Buy |
+73
| New | +$3K | ﹤0.01% | 680 |
|