Omnia Family Wealth’s WestRock Company WRK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-765
| Closed | -$29K | – | 547 |
|
|
2019
Q1 | $29K | Hold |
765
| – | – | 0.01% | 189 |
|
|
2018
Q4 | $29K | Sell |
765
-32
| -4% | -$1.21K | 0.02% | 182 |
|
|
2018
Q3 | $43K | Hold |
797
| – | – | 0.02% | 165 |
|
|
2018
Q2 | $45K | Sell |
797
-57
| -7% | -$3.22K | 0.02% | 158 |
|
|
2018
Q1 | $55K | Sell |
854
-159
| -16% | -$10.2K | 0.03% | 149 |
|
|
2017
Q4 | $64K | Buy |
1,013
+159
| +19% | +$10K | 0.03% | 137 |
|
|
2017
Q3 | $48K | Sell |
854
-59
| -6% | -$3.32K | 0.02% | 153 |
|
|
2017
Q2 | $52K | Buy |
913
+57
| +7% | +$3.25K | 0.02% | 150 |
|
|
2017
Q1 | $45K | Hold |
856
| – | – | 0.02% | 159 |
|
|
2016
Q4 | $43K | Buy |
+856
| New | +$43K | 0.02% | 165 |
|