Summit X LLC’s WestRock Company WRK Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2019
Q1 | – | Sell |
-6,495
| Closed | -$245K | – | 249 |
|
2018
Q4 | $245K | Sell |
6,495
-4,490
| -41% | -$169K | 0.14% | 180 |
|
2018
Q3 | $587K | Buy |
10,985
+645
| +6% | +$34.5K | 0.29% | 88 |
|
2018
Q2 | $592K | Buy |
10,340
+450
| +5% | +$25.8K | 0.33% | 77 |
|
2018
Q1 | $633K | Buy |
+9,890
| New | +$633K | 0.38% | 67 |
|