Gideon Capital Advisors’s WestRock Company WRK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-5,393
| Closed | -$231K | – | 225 |
|
|
2019
Q4 | $231K | Sell |
5,393
-2,040
| -27% | -$87.4K | 0.08% | 239 |
|
|
2019
Q3 | $271K | Sell |
7,433
-22,476
| -75% | -$819K | 0.09% | 245 |
|
|
2019
Q2 | $1.09M | Buy |
+29,909
| New | +$1.09M | 0.38% | 102 |
|
|
2018
Q3 | – | Sell |
-4,729
| Closed | -$270K | – | 518 |
|
|
2018
Q2 | $270K | Buy |
+4,729
| New | +$270K | 0.14% | 282 |
|