Security National Trust’s WestRock Company WRK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-55
| Closed | -$2K | – | 485 |
|
|
2020
Q1 | $2K | Buy |
+55
| New | +$2K | ﹤0.01% | 453 |
|
|
2017
Q1 | – | Sell |
-156
| Closed | -$8K | – | 442 |
|
|
2016
Q4 | $8K | Hold |
156
| – | – | ﹤0.01% | 383 |
|
|
2016
Q3 | $8K | Sell |
156
-16
| -9% | -$821 | ﹤0.01% | 392 |
|
|
2016
Q2 | $7K | Sell |
172
-19
| -10% | -$773 | ﹤0.01% | 399 |
|
|
2016
Q1 | $7K | Hold |
191
| – | – | ﹤0.01% | 399 |
|
|
2015
Q4 | $8K | Buy |
191
+18
| +10% | +$754 | ﹤0.01% | 388 |
|
|
2015
Q3 | $8K | Buy |
+173
| New | +$8K | ﹤0.01% | 393 |
|