PWAG
WRK
Polaris Wealth Advisory Group’s WestRock Company WRK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-370,702
| Closed | -$16.8M | – | 210 |
|
|
2020
Q4 | $16.8M | Sell |
370,702
-43,763
| -11% | -$1.98M | 1.25% | 32 |
|
|
2020
Q3 | $15.2M | Buy |
+414,465
| New | +$15.2M | 1.43% | 27 |
|
|
2020
Q1 | – | Sell |
-119,565
| Closed | -$5.19M | – | 186 |
|
|
2019
Q4 | $5.19M | Buy |
+119,565
| New | +$5.19M | 0.35% | 62 |
|
|
2019
Q2 | – | Sell |
-35,622
| Closed | -$1.42M | – | 180 |
|
|
2019
Q1 | $1.42M | Buy |
+35,622
| New | +$1.42M | 0.11% | 93 |
|