TCI Wealth Advisors’s WestRock Company WRK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-46
| Closed | -$1.4K | – | 2403 |
|
|
2023
Q1 | $1.4K | Sell |
46
-641
| -93% | -$21.2K | ﹤0.01% | 2051 |
|
|
2022
Q4 | $24.2K | Buy |
687
+632
| +1,149% | +$22K | ﹤0.01% | 613 |
|
|
2022
Q3 | $2K | Sell |
55
-29
| -35% | -$1.15K | ﹤0.01% | 2012 |
|
|
2022
Q2 | $3K | Buy |
84
+2
| +2% | +$94 | ﹤0.01% | 1936 |
|
|
2022
Q1 | $4K | Sell |
82
-4
| -5% | -$183 | ﹤0.01% | 1830 |
|
|
2021
Q4 | $4K | Sell |
86
-192
| -69% | -$9.04K | ﹤0.01% | 1944 |
|
|
2021
Q3 | $14K | Buy |
278
+94
| +51% | +$4.75K | ﹤0.01% | 896 |
|
|
2021
Q2 | $10K | Buy |
184
+3
| +2% | +$168 | ﹤0.01% | 996 |
|
|
2021
Q1 | $9K | Buy |
181
+85
| +89% | +$3.97K | ﹤0.01% | 947 |
|
|
2020
Q4 | $4K | Buy |
96
+4
| +4% | +$165 | ﹤0.01% | 1037 |
|
|
2020
Q3 | $3K | Hold |
92
| – | – | ﹤0.01% | 1043 |
|
|
2020
Q2 | $3K | Buy |
92
+12
| +15% | +$341 | ﹤0.01% | 992 |
|
|
2020
Q1 | $2K | Sell |
80
-23
| -22% | -$827 | ﹤0.01% | 1137 |
|
|
2019
Q4 | $4K | Buy |
103
+91
| +758% | +$3.55K | ﹤0.01% | 968 |
|
|
2019
Q3 | $0 | Buy |
+12
| New | +$429 | ﹤0.01% | 1667 |
|
|
2019
Q2 | – | Sell |
-89
| Closed | -$3K | – | 1582 |
|
|
2019
Q1 | $3K | Sell |
89
-192
| -68% | -$7.51K | ﹤0.01% | 959 |
|
|
2018
Q4 | $11K | Buy |
281
+47
| +20% | +$2.07K | 0.01% | 612 |
|
|
2018
Q3 | $13K | Sell |
234
-94
| -29% | -$5.27K | 0.01% | 589 |
|
|
2018
Q2 | $19K | Sell |
328
-45
| -12% | -$2.76K | 0.01% | 502 |
|
|
2018
Q1 | $24K | Buy |
373
+150
| +67% | +$9.91K | 0.01% | 454 |
|
|
2017
Q4 | $14K | Hold |
223
| – | – | 0.01% | 574 |
|
|
2017
Q3 | $13K | Hold |
223
| – | – | 0.01% | 555 |
|
|
2017
Q2 | $13K | Hold |
223
| – | – | 0.01% | 548 |
|
|
2017
Q1 | $12K | Hold |
223
| – | – | 0.01% | 552 |
|
|
2016
Q4 | $11K | Buy |
+223
| New | +$11K | 0.01% | 613 |
|
Other funds holding WRK
GA
PAMS
