Wealthcare Advisory Partners’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 |
-2,384
| Closed | -$124K | – | 1973 |
|
2021
Q1 | $124K | Buy |
+2,384
| New | +$124K | 0.01% | 608 |
|
2020
Q2 | – | Sell |
-346
| Closed | -$10K | – | 1430 |
|
2020
Q1 | $10K | Buy |
346
+245
| +243% | +$7.08K | ﹤0.01% | 937 |
|
2019
Q4 | $4K | Hold |
101
| – | – | ﹤0.01% | 1173 |
|
2019
Q3 | $4K | Sell |
101
-339
| -77% | -$13.4K | ﹤0.01% | 1123 |
|
2019
Q2 | $16K | Buy |
440
+2
| +0.5% | +$73 | ﹤0.01% | 791 |
|
2019
Q1 | $17K | Buy |
438
+3
| +0.7% | +$116 | ﹤0.01% | 704 |
|
2018
Q4 | $16K | Buy |
435
+3
| +0.7% | +$110 | ﹤0.01% | 693 |
|
2018
Q3 | $23K | Buy |
432
+2
| +0.5% | +$106 | ﹤0.01% | 642 |
|
2018
Q2 | $25K | Buy |
430
+101
| +31% | +$5.87K | ﹤0.01% | 624 |
|
2018
Q1 | $21K | Hold |
329
| – | – | ﹤0.01% | 572 |
|
2017
Q4 | $21K | Hold |
329
| – | – | 0.01% | 535 |
|
2017
Q3 | $19K | Buy |
+329
| New | +$19K | 0.01% | 443 |
|