BDWM
WRK
Brewin Dolphin Wealth Management’s WestRock Company WRK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-4,300
| Closed | -$214K | – | 342 |
|
|
2021
Q3 | $214K | Hold |
4,300
| – | – | 0.02% | 130 |
|
|
2021
Q2 | $229K | Hold |
4,300
| – | – | 0.03% | 123 |
|
|
2021
Q1 | $224K | Hold |
4,300
| – | – | 0.03% | 110 |
|
|
2020
Q4 | $187K | Buy |
4,300
+1,800
| +72% | +$78.4K | 0.03% | 111 |
|
|
2020
Q3 | $86.9K | Hold |
2,500
| – | – | 0.02% | 134 |
|
|
2020
Q2 | $70.7K | Hold |
2,500
| – | – | 0.02% | 139 |
|
|
2020
Q1 | $70.7K | Hold |
2,500
| – | – | 0.04% | 99 |
|
|
2019
Q4 | $107K | Hold |
2,500
| – | – | 0.05% | 92 |
|
|
2019
Q3 | $91.1K | Hold |
2,500
| – | – | 0.05% | 93 |
|
|
2019
Q2 | $91.2K | Buy |
+2,500
| New | +$91.2K | 0.05% | 96 |
|