Kavar Capital Partners Group’s WestRock Company WRK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-1,650
| Closed | -$60K | – | 477 |
|
|
2019
Q2 | $60K | Buy |
+1,650
| New | +$60K | 0.02% | 209 |
|
|
2018
Q3 | – | Sell |
-1,650
| Closed | -$94K | – | 408 |
|
|
2018
Q2 | $94K | Hold |
1,650
| – | – | 0.05% | 148 |
|
|
2018
Q1 | $106K | Buy |
+1,650
| New | +$106K | 0.06% | 141 |
|
|
2016
Q1 | – | Sell |
-6,534
| Closed | -$268K | – | 415 |
|
|
2015
Q4 | $268K | Sell |
6,534
-1,942
| -23% | -$79.7K | 0.17% | 92 |
|
|
2015
Q3 | $392K | Buy |
+8,476
| New | +$392K | 0.28% | 85 |
|