WANY
WRK
Wealthspire Advisors (New York)’s WestRock Company WRK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-5,500
| Closed | -$276K | – | 775 |
|
|
2024
Q2 | $276K | Sell |
5,500
-2,959
| -35% | -$149K | ﹤0.01% | 557 |
|
|
2024
Q1 | $418K | Sell |
8,459
-8
| -0.1% | -$396 | 0.01% | 453 |
|
|
2023
Q4 | $352K | Sell |
8,467
-1,000
| -11% | -$41.5K | 0.01% | 485 |
|
|
2023
Q3 | $339K | Buy |
9,467
+1,385
| +17% | +$49.6K | 0.01% | 464 |
|
|
2023
Q2 | $235K | Sell |
8,082
-12
| -0.1% | -$349 | ﹤0.01% | 494 |
|
|
2023
Q1 | $247K | Buy |
8,094
+950
| +13% | +$28.9K | ﹤0.01% | 471 |
|
|
2022
Q4 | $251K | Buy |
7,144
+282
| +4% | +$9.92K | ﹤0.01% | 493 |
|
|
2022
Q3 | $212K | Hold |
6,862
| – | – | ﹤0.01% | 470 |
|
|
2022
Q2 | $273K | Buy |
+6,862
| New | +$273K | 0.01% | 418 |
|
|
2019
Q1 | – | Sell |
-174
| Closed | -$7K | – | 846 |
|
|
2018
Q4 | $7K | Buy |
+174
| New | +$7K | ﹤0.01% | 600 |
|