WBI Investments’s WestRock Company WRK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-75,885
| Closed | -$2.67M | – | 240 |
|
|
2022
Q4 | $2.67M | Buy |
+75,885
| New | +$2.67M | 0.57% | 46 |
|
|
2020
Q2 | – | Sell |
-35,749
| Closed | -$1.01M | – | 138 |
|
|
2020
Q1 | $1.01M | Sell |
35,749
-32,373
| -48% | -$915K | 0.19% | 40 |
|
|
2019
Q4 | $2.92M | Sell |
68,122
-9,667
| -12% | -$415K | 0.31% | 72 |
|
|
2019
Q3 | $2.84M | Sell |
77,789
-31,109
| -29% | -$1.13M | 0.27% | 77 |
|
|
2019
Q2 | $3.97M | Buy |
+108,898
| New | +$3.97M | 0.35% | 63 |
|