Dynamic Advisor Solutions’s WestRock Company WRK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-8,156
| Closed | -$297K | – | 540 |
|
|
2019
Q2 | $297K | Sell |
8,156
-361
| -4% | -$13.1K | 0.05% | 362 |
|
|
2019
Q1 | $327K | Sell |
8,517
-43
| -0.5% | -$1.65K | 0.06% | 289 |
|
|
2018
Q4 | $362K | Buy |
8,560
+643
| +8% | +$27.2K | 0.08% | 252 |
|
|
2018
Q3 | $423K | Buy |
7,917
+851
| +12% | +$45.5K | 0.09% | 241 |
|
|
2018
Q2 | $403K | Buy |
+7,066
| New | +$403K | 0.09% | 252 |
|