TRUE Private Wealth Advisors’s WestRock Company WRK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-3,428
| Closed | -$149K | – | 733 |
|
|
2020
Q4 | $149K | Buy |
3,428
+313
| +10% | +$13.6K | 0.03% | 228 |
|
|
2020
Q3 | $108K | Buy |
3,115
+1,939
| +165% | +$67.2K | 0.02% | 239 |
|
|
2020
Q2 | $33K | Buy |
1,176
+1,095
| +1,352% | +$30.7K | 0.01% | 363 |
|
|
2020
Q1 | $2K | Hold |
81
| – | – | ﹤0.01% | 622 |
|
|
2019
Q4 | $3K | Buy |
+81
| New | +$3K | ﹤0.01% | 726 |
|
|
2019
Q3 | – | Sell |
-81
| Closed | -$2K | – | 757 |
|
|
2019
Q2 | $2K | Buy |
+81
| New | +$2K | ﹤0.01% | 740 |
|
|
2018
Q4 | – | Sell |
-165
| Closed | -$8.82K | – | 959 |
|
|
2018
Q3 | $8.82K | Buy |
+165
| New | +$8.82K | ﹤0.01% | 780 |
|