McDonald Partners’s WestRock Company WRK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-13,262
| Closed | -$667K | – | 251 |
|
|
2024
Q2 | $667K | Hold |
13,262
| – | – | 0.18% | 138 |
|
|
2024
Q1 | $656K | Hold |
13,262
| – | – | 0.18% | 140 |
|
|
2023
Q4 | $551K | Hold |
13,262
| – | – | 0.16% | 154 |
|
|
2023
Q3 | $475K | Sell |
13,262
-2,000
| -13% | -$71.6K | 0.15% | 153 |
|
|
2023
Q2 | $444K | Hold |
15,262
| – | – | 0.14% | 163 |
|
|
2023
Q1 | $465K | Hold |
15,262
| – | – | 0.15% | 155 |
|
|
2022
Q4 | $537K | Hold |
15,262
| – | – | 0.18% | 136 |
|
|
2022
Q3 | $471K | Hold |
15,262
| – | – | 0.18% | 142 |
|
|
2022
Q2 | $608K | Sell |
15,262
-2,000
| -12% | -$79.7K | 0.16% | 163 |
|
|
2022
Q1 | $812K | Buy |
+17,262
| New | +$812K | 0.18% | 152 |
|
|
2021
Q4 | – | Sell |
-17,264
| Closed | -$860K | – | 733 |
|
|
2021
Q3 | $860K | Hold |
17,264
| – | – | 0.2% | 136 |
|
|
2021
Q2 | $919K | Hold |
17,264
| – | – | 0.22% | 126 |
|
|
2021
Q1 | $899K | Hold |
17,264
| – | – | 0.23% | 122 |
|
|
2020
Q4 | $752K | Buy |
+17,264
| New | +$752K | 0.21% | 129 |
|