One Wealth Advisors’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 |
-517
| Closed | -$20K | – | 516 |
|
|
2019
Q1 | $20K | Buy |
+517
| New | +$20K | 0.02% | 267 |
|
|
2018
Q4 | – | Sell |
-80
| Closed | -$4K | – | 505 |
|
|
2018
Q3 | $4K | Hold |
80
| – | – | ﹤0.01% | 450 |
|
|
2018
Q2 | $5K | Buy |
+80
| New | +$5K | ﹤0.01% | 406 |
|
|
2018
Q1 | – | Sell |
-2,721
| Closed | -$172K | – | 603 |
|
|
2017
Q4 | $172K | Buy |
+2,721
| New | +$172K | 0.14% | 141 |
|