Prestige Wealth Management Group’s WestRock Company WRK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-15
| Closed | -$754 | – | 1056 |
|
|
2024
Q2 | $754 | Hold |
15
| – | – | ﹤0.01% | 862 |
|
|
2024
Q1 | $742 | Hold |
15
| – | – | ﹤0.01% | 904 |
|
|
2023
Q4 | $623 | Sell |
15
-41
| -73% | -$1.7K | ﹤0.01% | 920 |
|
|
2023
Q3 | $2.01K | Buy |
+56
| New | +$2.01K | ﹤0.01% | 730 |
|
|
2023
Q1 | – | Sell |
-64
| Closed | -$2.25K | – | 1168 |
|
|
2022
Q4 | $2.25K | Sell |
64
-24
| -27% | -$844 | ﹤0.01% | 807 |
|
|
2022
Q3 | $3K | Buy |
88
+64
| +267% | +$2.18K | ﹤0.01% | 699 |
|
|
2022
Q2 | $1K | Sell |
24
-8
| -25% | -$333 | ﹤0.01% | 953 |
|
|
2022
Q1 | $1K | Hold |
32
| – | – | ﹤0.01% | 958 |
|
|
2021
Q4 | $1K | Hold |
32
| – | – | ﹤0.01% | 978 |
|
|
2021
Q3 | $1K | Sell |
32
-61
| -66% | -$1.91K | ﹤0.01% | 966 |
|
|
2021
Q2 | $5K | Hold |
93
| – | – | ﹤0.01% | 657 |
|
|
2021
Q1 | $4K | Hold |
93
| – | – | ﹤0.01% | 698 |
|
|
2020
Q4 | $4K | Buy |
93
+8
| +9% | +$344 | ﹤0.01% | 661 |
|
|
2020
Q3 | $3K | Hold |
85
| – | – | ﹤0.01% | 657 |
|
|
2020
Q2 | $2K | Buy |
85
+62
| +270% | +$1.46K | ﹤0.01% | 716 |
|
|
2020
Q1 | $1K | Buy |
+23
| New | +$1K | ﹤0.01% | 871 |
|
|
2019
Q1 | – | Sell |
-42
| Closed | -$2K | – | 1185 |
|
|
2018
Q4 | $2K | Buy |
+42
| New | +$2K | ﹤0.01% | 901 |
|