Sequoia Financial Advisors’s WestRock Company WRK Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-114,541
Closed -$5.76M 1352
2024
Q2
$5.76M Buy
114,541
+602
+0.5% +$30.3K 0.07% 177
2024
Q1
$5.63M Buy
+113,939
New +$5.63M 0.07% 188