SWA
WRK
SOA Wealth Advisors’s WestRock Company WRK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-33
| Closed | -$1.65K | – | 867 |
|
|
2024
Q2 | $1.65K | Sell |
33
-2
| -6% | -$100 | ﹤0.01% | 689 |
|
|
2024
Q1 | $1.72K | Hold |
35
| – | – | ﹤0.01% | 725 |
|
|
2023
Q4 | $1.44K | Hold |
35
| – | – | ﹤0.01% | 727 |
|
|
2023
Q3 | $1.24K | Hold |
35
| – | – | ﹤0.01% | 751 |
|
|
2023
Q2 | $1.01K | Hold |
35
| – | – | ﹤0.01% | 781 |
|
|
2023
Q1 | $1.05K | Buy |
35
+1
| +3% | +$30 | ﹤0.01% | 785 |
|
|
2022
Q4 | $1.21K | Sell |
34
-4
| -11% | -$143 | ﹤0.01% | 782 |
|
|
2022
Q3 | $1K | Sell |
38
-10
| -21% | -$263 | ﹤0.01% | 807 |
|
|
2022
Q2 | $1K | Sell |
48
-752
| -94% | -$15.7K | ﹤0.01% | 794 |
|
|
2022
Q1 | $37K | Buy |
800
+1
| +0.1% | +$46 | 0.01% | 354 |
|
|
2021
Q4 | $35K | Hold |
799
| – | – | 0.01% | 356 |
|
|
2021
Q3 | $39K | Sell |
799
-3
| -0.4% | -$146 | 0.01% | 340 |
|
|
2021
Q2 | $42K | Buy |
802
+214
| +36% | +$11.2K | 0.01% | 329 |
|
|
2021
Q1 | $30K | Buy |
588
+143
| +32% | +$7.3K | 0.01% | 334 |
|
|
2020
Q4 | $19K | Buy |
+445
| New | +$19K | 0.01% | 420 |
|