BWP
WRK
Baldwin Wealth Partners’s WestRock Company WRK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | – | Sell |
-240
| Closed | -$12K | – | 509 |
|
|
2017
Q1 | $12K | Hold |
240
| – | – | ﹤0.01% | 415 |
|
|
2016
Q4 | $12K | Hold |
240
| – | – | ﹤0.01% | 428 |
|
|
2016
Q3 | $12K | Sell |
240
-25,260
| -99% | -$1.26M | ﹤0.01% | 437 |
|
|
2016
Q2 | $991K | Sell |
25,500
-7,260
| -22% | -$282K | 0.2% | 73 |
|
|
2016
Q1 | $1.28M | Sell |
32,760
-106,874
| -77% | -$4.17M | 0.23% | 93 |
|
|
2015
Q4 | $6.37M | Sell |
139,634
-61,962
| -31% | -$2.83M | 1.04% | 31 |
|
|
2015
Q3 | $10.4M | Buy |
+201,596
| New | +$10.4M | 1.75% | 13 |
|