Institute For Wealth Management, Llc. West Rock CO Transaction History

Institute For Wealth Management, Llc.

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 Apr 30, 2024	BUY	$38.37 - $49.45 $171,322 - $220,794	4,465 New	4,465 $220,000
Q4 2022 Feb 02, 2023	BUY	$31.35 - $38.02 $180,920 - $219,413	5,771 New	5,771 $202,000
Q1 2022 Apr 29, 2022	BUY	$40.78 - $47.99 $380,681 - $447,986	9,335 Added 165.63%	14,971 $704,000
Q4 2021 Jan 21, 2022	SELL	$42.48 - $51.63 $5,097 - $6,195	-120 Reduced 2.08%	5,636 $250,000
Q2 2021 Jul 21, 2021	SELL	$52.03 - $61.81 $22,320 - $26,516	-429 Reduced 6.94%	5,756 $306,000
Q1 2021 May 04, 2021	SELL	$40.7 - $53.58 $16,809 - $22,128	-413 Reduced 6.26%	6,185 $322,000
Q4 2020 Feb 01, 2021	SELL	$34.06 - $45.43 $12,806 - $17,081	-376 Reduced 5.39%	6,598 $287,000
Q3 2020 Nov 03, 2020	BUY	$26.22 - $37.64 $182,858 - $262,501	6,974 New	6,974 $242,000
Q2 2020 Jul 30, 2020	SELL	$24.16 - $34.15 $171,922 - $243,011	-7,116 Closed	0 $0
Q1 2020 Apr 29, 2020	BUY	$22.08 - $43.68 $2,760 - $5,460	125 Added 1.79%	7,116 $201,000
Q4 2019 Feb 27, 2020	BUY	$33.47 - $43.18 $223,947 - $288,917	6,691 Added 2230.33%	6,991 $300,000
Q4 2019 Jan 27, 2020	SELL	$33.47 - $43.18 $234,055 - $301,957	-6,993 Reduced 95.89%	300 $300,000
Q3 2019 Oct 28, 2019	SELL	$32.31 - $39.09 $3,812 - $4,612	-118 Reduced 1.59%	7,293 $266,000
Q2 2019 Aug 02, 2019	BUY	$32.6 - $39.89 $18,745 - $22,936	575 Added 8.41%	7,411 $270,000
Q1 2019 May 15, 2019	BUY	$36.61 - $42.29 $42,467 - $49,056	1,160 Added 20.44%	6,836 $262,000
Q4 2018 Feb 08, 2019	BUY	$35.24 - $53.6 $200,022 - $304,233	5,676 New	5,676 $214,000

33.4M

200

Ticker WRK
Exchange NYSE
Sector Consumer Cyclical
Industry Packaging & Containers
Shares Outstandng 254,298,000
Description
WestRock Company, together with its subsidiaries, provides fiber-based paper and packaging solutions in North America, South America, Europe, Asia, and Australia. It operates through two segments, Corrugated Packaging and Consumer Packaging. The Corrugated Packaging segment produces containerboards, corrugated sheets, corrugated packaging, and p...

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