WESPAC Advisors’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 |
-13,920
| Closed | -$700K | – | 172 |
|
|
2024
Q2 | $700K | Buy |
+13,920
| New | +$700K | 0.55% | 64 |
|
|
2022
Q1 | – | Sell |
-30,048
| Closed | -$1.33M | – | 156 |
|
|
2021
Q4 | $1.33M | Sell |
30,048
-1,026
| -3% | -$45.5K | 0.89% | 49 |
|
|
2021
Q3 | $1.55M | Buy |
31,074
+17,661
| +132% | +$880K | 0.95% | 34 |
|
|
2021
Q2 | $714K | Sell |
13,413
-16,140
| -55% | -$859K | 1.37% | 24 |
|
|
2021
Q1 | $1.54M | Sell |
29,553
-7,430
| -20% | -$387K | 1.15% | 21 |
|
|
2020
Q4 | $1.61M | Buy |
+36,983
| New | +$1.61M | 1.24% | 24 |
|