Loring Wolcott & Coolidge Fiduciary Advisors’s WestRock Company WRK Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2020
Q3 | – | Sell |
-675
| Closed | -$19K | – | 618 |
|
2020
Q2 | $19K | Hold |
675
| – | – | ﹤0.01% | 459 |
|
2020
Q1 | $19K | Hold |
675
| – | – | ﹤0.01% | 472 |
|
2019
Q4 | $29K | Hold |
675
| – | – | ﹤0.01% | 487 |
|
2019
Q3 | $25K | Hold |
675
| – | – | ﹤0.01% | 501 |
|
2019
Q2 | $25K | Hold |
675
| – | – | ﹤0.01% | 491 |
|
2019
Q1 | $26K | Buy |
+675
| New | +$26K | ﹤0.01% | 489 |
|
2017
Q4 | – | Sell |
-11
| Closed | – | – | 892 |
|
2017
Q3 | $0 | Buy |
+11
| New | – | ﹤0.01% | 919 |
|