Total Clarity Wealth Management’s WestRock Company WRK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-3,975
| Closed | -$158K | – | 1020 |
|
|
2022
Q2 | $158K | Buy |
+3,975
| New | +$158K | 0.08% | 240 |
|
|
2022
Q1 | – | Sell |
-3,775
| Closed | -$167K | – | 960 |
|
|
2021
Q4 | $167K | Sell |
3,775
-800
| -17% | -$35.4K | 0.08% | 238 |
|
|
2021
Q3 | $228K | Hold |
4,575
| – | – | 0.11% | 197 |
|
|
2021
Q2 | $243K | Buy |
4,575
+300
| +7% | +$15.9K | 0.14% | 185 |
|
|
2021
Q1 | $223K | Buy |
+4,275
| New | +$223K | 0.13% | 165 |
|
|
2020
Q1 | – | Sell |
-300
| Closed | -$13K | – | 658 |
|
|
2019
Q4 | $13K | Buy |
+300
| New | +$13K | 0.01% | 468 |
|