CT Financial Advisors’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 | $52.8K | Hold |
1,014
| – | – | 0.03% | 268 |
|
|
2016
Q4 | $51.5K | Hold |
1,014
| – | – | 0.03% | 267 |
|
|
2016
Q3 | $49.2K | Hold |
1,014
| – | – | 0.03% | 272 |
|
|
2016
Q2 | $39.4K | Sell |
1,014
-111
| -10% | -$4.32K | 0.02% | 294 |
|
|
2016
Q1 | $39.6K | Hold |
1,125
| – | – | 0.02% | 317 |
|
|
2015
Q4 | $46.3K | Hold |
1,125
| – | – | 0.03% | 307 |
|
|
2015
Q3 | $52.2K | Buy |
+1,125
| New | +$52.2K | 0.03% | 287 |
|