Reilly Financial Advisors’s WestRock Company WRK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-100
| Closed | -$5K | – | 1222 |
|
|
2021
Q3 | $5K | Buy |
+100
| New | +$5K | ﹤0.01% | 763 |
|
|
2019
Q2 | – | Sell |
-594
| Closed | -$23K | – | 1023 |
|
|
2019
Q1 | $23K | Buy |
594
+6
| +1% | +$232 | ﹤0.01% | 501 |
|
|
2018
Q4 | $22K | Buy |
588
+6
| +1% | +$224 | ﹤0.01% | 473 |
|
|
2018
Q3 | $31K | Buy |
+582
| New | +$31K | ﹤0.01% | 455 |
|
|
2018
Q1 | – | Sell |
-232
| Closed | -$15K | – | 1071 |
|
|
2017
Q4 | $15K | Hold |
232
| – | – | ﹤0.01% | 568 |
|
|
2017
Q3 | $13K | Hold |
232
| – | – | ﹤0.01% | 591 |
|
|
2017
Q2 | $13K | Sell |
232
-2
| -0.9% | -$112 | ﹤0.01% | 597 |
|
|
2017
Q1 | $12K | Buy |
+234
| New | +$12K | ﹤0.01% | 584 |
|