CIBC Private Wealth Group’s WestRock Company WRK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-486
| Closed | -$22.5K | – | 3352 |
|
|
2024
Q2 | $22.5K | Sell |
486
-229
| -32% | -$11.6K | ﹤0.01% | 1984 |
|
|
2024
Q1 | $35.3K | Buy |
+715
| New | +$31.2K | ﹤0.01% | 1812 |
|
|
2020
Q1 | – | Sell |
-12,631
| Closed | -$542K | – | 954 |
|
|
2019
Q4 | $542K | Buy |
12,631
+2,325
| +23% | +$90.7K | ﹤0.01% | 693 |
|
|
2019
Q3 | $376K | Sell |
10,306
-2
| -0% | -$71 | ﹤0.01% | 740 |
|
|
2019
Q2 | $375K | Sell |
10,308
-24
| -0.2% | -$882 | ﹤0.01% | 769 |
|
|
2019
Q1 | $396K | Sell |
10,332
-1,531
| -13% | -$59.9K | ﹤0.01% | 767 |
|
|
2018
Q4 | $448K | Buy |
11,863
+8
| +0.1% | +$353 | ﹤0.01% | 703 |
|
|
2018
Q3 | $634K | Sell |
11,855
-560
| -5% | -$31.4K | ﹤0.01% | 729 |
|
|
2018
Q2 | $708K | Sell |
12,415
-8,411
| -40% | -$516K | ﹤0.01% | 706 |
|
|
2018
Q1 | $1.34M | Sell |
20,826
-6,241
| -23% | -$412K | 0.01% | 591 |
|
|
2017
Q4 | $1.71M | Sell |
27,067
-118
| -0.4% | -$7.16K | 0.01% | 554 |
|
|
2017
Q3 | $1.54M | Sell |
27,185
-342
| -1% | -$19.5K | 0.01% | 545 |
|
|
2017
Q2 | $1.56M | Sell |
27,527
-400
| -1% | -$21.7K | 0.01% | 417 |
|
|
2017
Q1 | $1.45M | Sell |
27,927
-6,781
| -20% | -$358K | 0.01% | 410 |
|
|
2016
Q4 | $1.76M | Buy |
34,708
+7,654
| +28% | +$376K | 0.01% | 384 |
|
|
2016
Q3 | $1.31M | Buy |
27,054
+12,494
| +86% | +$558K | 0.01% | 422 |
|
|
2016
Q2 | $566K | Buy |
+14,560
| New | +$546K | ﹤0.01% | 518 |
|
Other funds holding WRK
IA
EI
ASN
BTI
HNB