RFG Advisory’s WestRock Company WRK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-24,120
| Closed | -$1M | – | 751 |
|
|
2023
Q4 | $1M | Buy |
24,120
+7,337
| +44% | +$305K | 0.04% | 325 |
|
|
2023
Q3 | $601K | Buy |
+16,783
| New | +$601K | 0.03% | 377 |
|
|
2018
Q3 | – | Sell |
-3,664
| Closed | -$209K | – | 305 |
|
|
2018
Q2 | $209K | Buy |
+3,664
| New | +$209K | 0.06% | 194 |
|