Sowell Financial Services’s WestRock Company WRK Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2021
Q2 | – | Sell |
-4,403
| Closed | -$265K | – | 2905 |
|
2021
Q1 | $265K | Buy |
4,403
+1,378
| +46% | +$82.9K | 0.01% | 896 |
|
2020
Q4 | $132K | Buy |
3,025
+2,223
| +277% | +$97K | 0.01% | 1042 |
|
2020
Q3 | $28K | Buy |
802
+777
| +3,108% | +$27.1K | ﹤0.01% | 1418 |
|
2020
Q2 | $1K | Hold |
25
| – | – | ﹤0.01% | 2402 |
|
2020
Q1 | $1K | Sell |
25
-669
| -96% | -$26.8K | ﹤0.01% | 2353 |
|
2019
Q4 | $30K | Buy |
694
+82
| +13% | +$3.55K | ﹤0.01% | 1307 |
|
2019
Q3 | $22K | Buy |
+612
| New | +$22K | ﹤0.01% | 1254 |
|