Trifecta Capital Advisors’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 | – | Sell |
-200
| Closed | -$10.1K | – | 422 |
|
|
2024
Q2 | $10.1K | Hold |
200
| – | – | ﹤0.01% | 215 |
|
|
2024
Q1 | $9.89K | Hold |
200
| – | – | ﹤0.01% | 203 |
|
|
2023
Q4 | $8.3K | Buy |
200
+167
| +506% | +$6.93K | ﹤0.01% | 211 |
|
|
2023
Q3 | $1.18K | Buy |
+33
| New | +$1.18K | ﹤0.01% | 360 |
|
|
2023
Q1 | – | Sell |
-17
| Closed | -$598 | – | 462 |
|
|
2022
Q4 | $598 | Buy |
+17
| New | +$598 | ﹤0.01% | 419 |
|