Wealth Enhancement Advisory Services’s WestRock Company WRK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-60,127
| Closed | -$3.02M | – | 2763 |
|
|
2024
Q2 | $3.02M | Buy |
60,127
+4,670
| +8% | +$235K | 0.01% | 844 |
|
|
2024
Q1 | $2.74M | Buy |
55,457
+331
| +0.6% | +$16.4K | 0.01% | 835 |
|
|
2023
Q4 | $2.29M | Buy |
55,126
+232
| +0.4% | +$9.63K | 0.01% | 855 |
|
|
2023
Q3 | $1.97M | Buy |
+54,894
| New | +$1.97M | 0.01% | 870 |
|
|
2020
Q1 | – | Sell |
-29,497
| Closed | -$1.27M | – | 277 |
|
|
2019
Q4 | $1.27M | Buy |
+29,497
| New | +$1.27M | 0.04% | 156 |
|