SIA
WRK
Schechter Investment Advisors’s WestRock Company WRK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-17,695
| Closed | -$539K | – | 718 |
|
|
2023
Q1 | $539K | Sell |
17,695
-6,369
| -26% | -$194K | 0.05% | 394 |
|
|
2022
Q4 | $846K | Sell |
24,064
-5,371
| -18% | -$189K | 0.08% | 350 |
|
|
2022
Q3 | $909K | Buy |
29,435
+9,769
| +50% | +$302K | 0.09% | 313 |
|
|
2022
Q2 | $783K | Sell |
19,666
-2,138
| -10% | -$85.1K | 0.08% | 361 |
|
|
2022
Q1 | $1.03M | Buy |
21,804
+5,849
| +37% | +$275K | 0.1% | 294 |
|
|
2021
Q4 | $708K | Buy |
+15,955
| New | +$708K | 0.06% | 406 |
|