Venturi 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 | |
---|---|---|---|---|---|---|---|---|
2024
Q3 | – | Sell |
-313
| Closed | -$15.7K | – | 1848 |
|
2024
Q2 | $15.7K | Hold |
313
| – | – | ﹤0.01% | 990 |
|
2024
Q1 | $15.5K | Hold |
313
| – | – | ﹤0.01% | 805 |
|
2023
Q4 | $13K | Hold |
313
| – | – | ﹤0.01% | 814 |
|
2023
Q3 | $11.2K | Buy |
313
+306
| +4,371% | +$11K | ﹤0.01% | 781 |
|
2023
Q2 | $204 | Buy |
+7
| New | +$204 | ﹤0.01% | 1132 |
|