WLPWM
WRK
Walled Lake Planning & Wealth Management’s WestRock Company WRK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-2
| Closed | – | – | 321 |
|
|
2021
Q1 | $0 | Hold |
2
| – | – | ﹤0.01% | 381 |
|
|
2020
Q4 | $0 | Hold |
2
| – | – | ﹤0.01% | 361 |
|
|
2020
Q3 | $0 | Hold |
2
| – | – | ﹤0.01% | 370 |
|
|
2020
Q2 | $0 | Sell |
2
-91,903
| -100% | – | ﹤0.01% | 388 |
|
|
2020
Q1 | $2.6M | Sell |
91,905
-3,616
| -4% | -$102K | 2.37% | 19 |
|
|
2019
Q4 | $4.1M | Buy |
+95,521
| New | +$4.1M | 2.96% | 17 |
|