FormulaFolio Investments’s WestRock Company WRK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | $4K | Buy |
+79
| New | +$4K | ﹤0.01% | 384 |
|
|
2019
Q1 | – | Sell |
-6,905
| Closed | -$369K | – | 404 |
|
|
2018
Q4 | $369K | Sell |
6,905
-92
| -1% | -$4.92K | 0.02% | 239 |
|
|
2018
Q3 | $374K | Sell |
6,997
-10,011
| -59% | -$535K | 0.02% | 237 |
|
|
2018
Q2 | $970K | Sell |
17,008
-252
| -1% | -$14.4K | 0.05% | 131 |
|
|
2018
Q1 | $1.11M | Buy |
17,260
+10,777
| +166% | +$692K | 0.07% | 95 |
|
|
2017
Q4 | $410K | Sell |
6,483
-12,184
| -65% | -$771K | 0.03% | 187 |
|
|
2017
Q3 | $1.06M | Buy |
18,667
+6,366
| +52% | +$361K | 0.08% | 74 |
|
|
2017
Q2 | $697K | Buy |
12,301
+8
| +0.1% | +$453 | 0.06% | 96 |
|
|
2017
Q1 | $640K | Buy |
+12,293
| New | +$640K | 0.07% | 96 |
|