SWM
WRK
Selective Wealth Management’s WestRock Company WRK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-373
| Closed | -$12K | – | 771 |
|
|
2022
Q3 | $12K | Hold |
373
| – | – | 0.01% | 503 |
|
|
2022
Q2 | $15K | Hold |
373
| – | – | 0.01% | 513 |
|
|
2022
Q1 | $18K | Hold |
373
| – | – | 0.01% | 460 |
|
|
2021
Q4 | $17K | Hold |
373
| – | – | 0.01% | 432 |
|
|
2021
Q3 | $19K | Hold |
373
| – | – | 0.01% | 369 |
|
|
2021
Q2 | $20K | Hold |
373
| – | – | 0.02% | 280 |
|
|
2021
Q1 | $19K | Buy |
373
+262
| +236% | +$13.3K | 0.02% | 197 |
|
|
2020
Q4 | $5K | Hold |
111
| – | – | ﹤0.01% | 296 |
|
|
2020
Q3 | $4K | Hold |
111
| – | – | ﹤0.01% | 260 |
|
|
2020
Q2 | $3K | Hold |
111
| – | – | ﹤0.01% | 364 |
|
|
2020
Q1 | $3K | Hold |
111
| – | – | ﹤0.01% | 261 |
|
|
2019
Q4 | $5K | Hold |
111
| – | – | 0.01% | 230 |
|
|
2019
Q3 | $4K | Buy |
+111
| New | +$4K | 0.01% | 255 |
|
|
2018
Q3 | $6K | Buy |
+111
| New | +$6K | 0.07% | 107 |
|