Integrated Wealth Management’s WestRock Company WRK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q4 | – | Sell |
-110
| Closed | -$5K | – | 1065 |
|
|
2016
Q3 | $5K | Hold |
110
| – | – | ﹤0.01% | 917 |
|
|
2016
Q2 | $4K | Sell |
110
-12
| -10% | -$436 | ﹤0.01% | 975 |
|
|
2016
Q1 | $4K | Hold |
122
| – | – | ﹤0.01% | 897 |
|
|
2015
Q4 | $5K | Hold |
122
| – | – | ﹤0.01% | 947 |
|
|
2015
Q3 | $6K | Buy |
+122
| New | +$6K | ﹤0.01% | 910 |
|