MWAC
WRK
Mariner Wealth Advisors (Cincinnati)’s WestRock Company WRK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | $578K | Sell |
10,825
-80
| -0.7% | -$4.27K | 0.03% | 179 |
|
|
2018
Q2 | $622K | Buy |
10,905
+390
| +4% | +$22.2K | 0.04% | 162 |
|
|
2018
Q1 | $675K | Buy |
10,515
+165
| +2% | +$10.6K | 0.04% | 161 |
|
|
2017
Q4 | $654K | Buy |
10,350
+625
| +6% | +$39.5K | 0.04% | 151 |
|
|
2017
Q3 | $552K | Buy |
9,725
+113
| +1% | +$6.41K | 0.04% | 157 |
|
|
2017
Q2 | $545K | Sell |
9,612
-573
| -6% | -$32.5K | 0.04% | 160 |
|
|
2017
Q1 | $530K | Buy |
10,185
+1,320
| +15% | +$68.7K | 0.04% | 157 |
|
|
2016
Q4 | $450K | Sell |
8,865
-937
| -10% | -$47.6K | 0.04% | 170 |
|
|
2016
Q3 | $475K | Buy |
9,802
+2,307
| +31% | +$112K | 0.04% | 167 |
|
|
2016
Q2 | $291K | Buy |
7,495
+1,090
| +17% | +$42.3K | 0.03% | 210 |
|
|
2016
Q1 | $250K | Sell |
6,405
-9,040
| -59% | -$353K | 0.02% | 215 |
|
|
2015
Q4 | $705K | Buy |
+15,445
| New | +$705K | 0.07% | 129 |
|