Waddell & Reed Financial’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 |
-302,860
| Closed | -$16.2M | – | 563 |
|
|
2018
Q3 | $16.2M | Buy |
302,860
+2,560
| +0.9% | +$137K | 0.04% | 366 |
|
|
2018
Q2 | $17.1M | Sell |
300,300
-17,850
| -6% | -$1.02M | 0.04% | 352 |
|
|
2018
Q1 | $20.4M | Buy |
+318,150
| New | +$20.4M | 0.05% | 329 |
|
|
2017
Q3 | – | Sell |
-4,988
| Closed | -$283K | – | 553 |
|
|
2017
Q2 | $283K | Buy |
+4,988
| New | +$283K | ﹤0.01% | 528 |
|
|
2016
Q3 | – | Sell |
-116,589
| Closed | -$4.53M | – | 620 |
|
|
2016
Q2 | $4.53M | Buy |
+116,589
| New | +$4.53M | 0.01% | 500 |
|