Signature Wealth Management Group’s WestRock Company WRK Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2020
Q2 | – | Sell |
-89,646
| Closed | -$2.53M | – | 74 |
|
2020
Q1 | $2.53M | Sell |
89,646
-851
| -0.9% | -$24K | 2.23% | 17 |
|
2019
Q4 | $3.88M | Buy |
90,497
+11
| +0% | +$472 | 2.45% | 7 |
|
2019
Q3 | $3.3M | Buy |
90,486
+1,866
| +2% | +$68K | 2.18% | 18 |
|
2019
Q2 | $3.37M | Buy |
+88,620
| New | +$3.37M | 2.25% | 16 |
|
2018
Q4 | – | Sell |
-205
| Closed | -$8K | – | 313 |
|
2018
Q3 | $8K | Hold |
205
| – | – | 0.01% | 210 |
|
2018
Q2 | $12K | Sell |
205
-116
| -36% | -$6.79K | 0.01% | 171 |
|
2018
Q1 | $21K | Hold |
321
| – | – | 0.02% | 143 |
|
2017
Q4 | $20K | Buy |
+321
| New | +$20K | 0.01% | 146 |
|