IPW
WRK
Inlet Private Wealth’s WestRock Company WRK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-24,150
| Closed | -$682K | – | 133 |
|
|
2020
Q2 | $682K | Sell |
24,150
-900
| -4% | -$25.4K | 0.27% | 77 |
|
|
2020
Q1 | $708K | Hold |
25,050
| – | – | 0.33% | 74 |
|
|
2019
Q4 | $1.08M | Sell |
25,050
-4,700
| -16% | -$202K | 0.36% | 70 |
|
|
2019
Q3 | $1.08M | Sell |
29,750
-6,400
| -18% | -$233K | 0.4% | 67 |
|
|
2019
Q2 | $1.34M | Buy |
+36,150
| New | +$1.34M | 0.48% | 62 |
|