Liberty 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-107
| Closed | -$5K | – | 1163 |
|
|
2021
Q3 | $5K | Buy |
107
+10
| +10% | +$467 | ﹤0.01% | 958 |
|
|
2021
Q2 | $5K | Sell |
97
-43
| -31% | -$2.22K | ﹤0.01% | 810 |
|
|
2021
Q1 | $5K | Hold |
140
| – | – | ﹤0.01% | 718 |
|
|
2020
Q4 | $5K | Hold |
140
| – | – | ﹤0.01% | 714 |
|
|
2020
Q3 | $5K | Buy |
140
+45
| +47% | +$1.61K | ﹤0.01% | 643 |
|
|
2020
Q2 | $3K | Buy |
95
+59
| +164% | +$1.86K | ﹤0.01% | 718 |
|
|
2020
Q1 | $1K | Sell |
36
-306
| -89% | -$8.5K | ﹤0.01% | 860 |
|
|
2019
Q4 | $15K | Buy |
342
+2
| +0.6% | +$88 | 0.01% | 467 |
|
|
2019
Q3 | $12K | Buy |
+340
| New | +$12K | 0.01% | 492 |
|
|
2019
Q1 | – | Sell |
-94
| Closed | -$3K | – | 869 |
|
|
2018
Q4 | $3K | Buy |
+94
| New | +$3K | ﹤0.01% | 657 |
|