TSWM
WRK
Triangle Securities Wealth Management’s WestRock Company WRK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-7,005
| Closed | -$216K | – | 183 |
|
|
2022
Q3 | $216K | Sell |
7,005
-4,430
| -39% | -$137K | 0.09% | 169 |
|
|
2022
Q2 | $456K | Sell |
11,435
-1,445
| -11% | -$57.6K | 0.18% | 134 |
|
|
2022
Q1 | $606K | Sell |
12,880
-2,265
| -15% | -$107K | 0.2% | 124 |
|
|
2021
Q4 | $672K | Sell |
15,145
-40
| -0.3% | -$1.78K | 0.21% | 120 |
|
|
2021
Q3 | $757K | Hold |
15,185
| – | – | 0.26% | 108 |
|
|
2021
Q2 | $808K | Sell |
15,185
-50
| -0.3% | -$2.66K | 0.27% | 106 |
|
|
2021
Q1 | $793K | Buy |
15,235
+350
| +2% | +$18.2K | 0.29% | 104 |
|
|
2020
Q4 | $648K | Hold |
14,885
| – | – | 0.26% | 113 |
|
|
2020
Q3 | $517K | Sell |
14,885
-1,515
| -9% | -$52.6K | 0.23% | 112 |
|
|
2020
Q2 | $463K | Buy |
16,400
+3,240
| +25% | +$91.5K | 0.22% | 113 |
|
|
2020
Q1 | $372K | Buy |
13,160
+8,220
| +166% | +$232K | 0.21% | 113 |
|
|
2019
Q4 | $212K | Buy |
+4,940
| New | +$212K | 0.09% | 158 |
|