IHT Wealth Management’s WestRock Company WRK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
-13,868
| Closed | -$505K | – | 651 |
|
|
2019
Q3 | $505K | Sell |
13,868
-183
| -1% | -$6.66K | 0.07% | 313 |
|
|
2019
Q2 | $512K | Buy |
14,051
+127
| +0.9% | +$4.63K | 0.07% | 277 |
|
|
2019
Q1 | $534K | Buy |
13,924
+4,562
| +49% | +$175K | 0.09% | 257 |
|
|
2018
Q4 | $354K | Sell |
9,362
-634
| -6% | -$24K | 0.07% | 296 |
|
|
2018
Q3 | $534K | Buy |
9,996
+75
| +0.8% | +$4.01K | 0.12% | 220 |
|
|
2018
Q2 | $566K | Buy |
9,921
+225
| +2% | +$12.8K | 0.14% | 188 |
|
|
2018
Q1 | $601K | Buy |
9,696
+9,174
| +1,757% | +$569K | 0.16% | 162 |
|
|
2017
Q4 | $35K | Buy |
522
+4
| +0.8% | +$268 | 0.01% | 804 |
|
|
2017
Q3 | $30K | Hold |
518
| – | – | 0.01% | 657 |
|
|
2017
Q2 | $35 | Buy |
518
+468
| +936% | +$32 | 0.02% | 620 |
|
|
2017
Q1 | $3K | Sell |
50
-259
| -84% | -$15.5K | ﹤0.01% | 1047 |
|
|
2016
Q4 | $16K | Buy |
+309
| New | +$16K | 0.01% | 703 |
|