Berman Capital Advisors’s WestRock Company WRK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $96K | Buy |
1,935
+1,005
| +108% | +$49.9K | 0.02% | 454 |
|
|
2021
Q2 | $49K | Buy |
930
+47
| +5% | +$2.48K | 0.01% | 592 |
|
|
2021
Q1 | $46K | Buy |
883
+552
| +167% | +$28.8K | 0.01% | 514 |
|
|
2020
Q4 | $14K | Hold |
331
| – | – | ﹤0.01% | 802 |
|
|
2020
Q3 | $11K | Hold |
331
| – | – | ﹤0.01% | 778 |
|
|
2020
Q2 | $9K | Buy |
331
+12
| +4% | +$326 | ﹤0.01% | 823 |
|
|
2020
Q1 | $8K | Buy |
319
+158
| +98% | +$3.96K | ﹤0.01% | 748 |
|
|
2019
Q4 | $6K | Sell |
161
-4
| -2% | -$149 | ﹤0.01% | 944 |
|
|
2019
Q3 | $6K | Sell |
165
-19
| -10% | -$691 | ﹤0.01% | 916 |
|
|
2019
Q2 | $6K | Buy |
184
+38
| +26% | +$1.24K | ﹤0.01% | 924 |
|
|
2019
Q1 | $5K | Sell |
146
-25
| -15% | -$856 | ﹤0.01% | 889 |
|
|
2018
Q4 | $6K | Buy |
+171
| New | +$6K | ﹤0.01% | 654 |
|