Financial Architects (New Jersey)’s WestRock Company WRK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
-200
| Closed | -$7K | – | 1000 |
|
|
2019
Q3 | $7K | Sell |
200
-100
| -33% | -$3.5K | ﹤0.01% | 781 |
|
|
2019
Q2 | $11K | Sell |
300
-403
| -57% | -$14.8K | ﹤0.01% | 768 |
|
|
2019
Q1 | $27K | Sell |
703
-4
| -0.6% | -$154 | ﹤0.01% | 707 |
|
|
2018
Q4 | $27K | Sell |
707
-19
| -3% | -$726 | 0.01% | 648 |
|
|
2018
Q3 | $39K | Sell |
726
-349
| -32% | -$18.7K | 0.01% | 609 |
|
|
2018
Q2 | $61K | Buy |
1,075
+240
| +29% | +$13.6K | 0.01% | 510 |
|
|
2018
Q1 | $53K | Sell |
835
-92
| -10% | -$5.84K | 0.01% | 528 |
|
|
2017
Q4 | $59K | Hold |
927
| – | – | 0.01% | 554 |
|
|
2017
Q3 | $53K | Sell |
927
-5
| -0.5% | -$286 | 0.01% | 602 |
|
|
2017
Q2 | $53K | Sell |
932
-23
| -2% | -$1.31K | 0.01% | 579 |
|
|
2017
Q1 | $50K | Sell |
955
-132
| -12% | -$6.91K | 0.01% | 592 |
|
|
2016
Q4 | $55K | Sell |
1,087
-57
| -5% | -$2.88K | 0.01% | 544 |
|
|
2016
Q3 | $55K | Buy |
1,144
+100
| +10% | +$4.81K | 0.01% | 547 |
|
|
2016
Q2 | $41K | Buy |
1,044
+991
| +1,870% | +$38.9K | 0.01% | 592 |
|
|
2016
Q1 | $2K | Buy |
+53
| New | +$2K | ﹤0.01% | 1059 |
|