Advisory Research’s WestRock Company WRK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | – | Sell |
-420,620
| Closed | -$21.4M | – | 422 |
|
|
2016
Q4 | $21.4M | Sell |
420,620
-60,731
| -13% | -$3.08M | 0.32% | 81 |
|
|
2016
Q3 | $23.3M | Sell |
481,351
-30,629
| -6% | -$1.48M | 0.38% | 73 |
|
|
2016
Q2 | $19.9M | Sell |
511,980
-150,530
| -23% | -$5.85M | 0.34% | 81 |
|
|
2016
Q1 | $23.3M | Sell |
662,510
-529,566
| -44% | -$18.6M | 0.44% | 68 |
|
|
2015
Q4 | $49M | Buy |
1,192,076
+535,071
| +81% | +$22M | 0.74% | 46 |
|
|
2015
Q3 | $30.5M | Buy |
+657,005
| New | +$30.5M | 0.43% | 70 |
|