Summit Securities Group’s WestRock Company WRK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Hold |
0
| – | – | – | 822 |
|
|
2024
Q2 | – | Hold |
0
| – | – | – | 711 |
|
|
2024
Q1 | – | Sell |
-1,000
| Closed | -$42K | – | 792 |
|
|
2023
Q4 | $42K | Hold |
1,000
| – | – | ﹤0.01% | 240 |
|
|
2023
Q3 | $36K | Buy |
1,000
+665
| +199% | +$23.9K | ﹤0.01% | 176 |
|
|
2023
Q2 | $10K | Sell |
335
-165
| -33% | -$4.93K | ﹤0.01% | 648 |
|
|
2023
Q1 | $15K | Buy |
500
+244
| +95% | +$7.32K | ﹤0.01% | 529 |
|
|
2022
Q4 | $9K | Buy |
+256
| New | +$9K | ﹤0.01% | 821 |
|
|
2022
Q3 | – | Sell |
-533
| Closed | -$21K | – | 976 |
|
|
2022
Q2 | $21K | Buy |
533
+425
| +394% | +$16.7K | ﹤0.01% | 571 |
|
|
2022
Q1 | $5K | Buy |
+108
| New | +$5K | ﹤0.01% | 742 |
|