Lion Street Advisors’s WestRock Company WRK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-10,830
| Closed | -$521K | – | 312 |
|
|
2023
Q2 | $521K | Buy |
10,830
+1,475
| +16% | +$70.9K | 0.18% | 118 |
|
|
2023
Q1 | $285K | Sell |
9,355
-710
| -7% | -$21.6K | 0.09% | 186 |
|
|
2022
Q4 | $484K | Buy |
10,065
+300
| +3% | +$14.4K | 0.25% | 63 |
|
|
2022
Q3 | $298K | Sell |
9,765
-300
| -3% | -$9.16K | 0.15% | 90 |
|
|
2022
Q2 | $484K | Hold |
10,065
| – | – | 0.25% | 63 |
|
|
2022
Q1 | $477K | Sell |
10,065
-1,000
| -9% | -$47.4K | 0.24% | 69 |
|
|
2021
Q4 | $486K | Buy |
11,065
+1,000
| +10% | +$43.9K | 0.24% | 67 |
|
|
2021
Q3 | $502K | Buy |
+10,065
| New | +$502K | 0.27% | 62 |
|