USCA RIA’s WestRock Company WRK Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2018
Q4 | – | Sell |
-23,741
| Closed | -$1.27M | – | 481 |
|
2018
Q3 | $1.27M | Sell |
23,741
-199
| -0.8% | -$10.6K | 0.13% | 202 |
|
2018
Q2 | $1.37M | Buy |
23,940
+13,203
| +123% | +$753K | 0.15% | 185 |
|
2018
Q1 | $689K | Hold |
10,737
| – | – | 0.08% | 258 |
|
2017
Q4 | $679K | Buy |
+10,737
| New | +$679K | 0.07% | 259 |
|