Wealthspire Advisors (Maryland)’s WestRock Company WRK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-1,427
| Closed | -$55K | – | 2214 |
|
|
2019
Q1 | $55K | Buy |
1,427
+90
| +7% | +$3.47K | ﹤0.01% | 865 |
|
|
2018
Q4 | $50K | Buy |
1,337
+167
| +14% | +$6.25K | ﹤0.01% | 863 |
|
|
2018
Q3 | $63K | Sell |
1,170
-1,302
| -53% | -$70.1K | 0.01% | 884 |
|
|
2018
Q2 | $141K | Sell |
2,472
-20
| -0.8% | -$1.14K | 0.01% | 573 |
|
|
2018
Q1 | $160K | Buy |
2,492
+232
| +10% | +$14.9K | 0.02% | 544 |
|
|
2017
Q4 | $143K | Buy |
2,260
+715
| +46% | +$45.2K | 0.01% | 589 |
|
|
2017
Q3 | $88K | Buy |
1,545
+731
| +90% | +$41.6K | 0.01% | 763 |
|
|
2017
Q2 | $46K | Buy |
814
+101
| +14% | +$5.71K | 0.01% | 986 |
|
|
2017
Q1 | $37K | Sell |
713
-1,213
| -63% | -$62.9K | 0.01% | 892 |
|
|
2016
Q4 | $98K | Buy |
1,926
+60
| +3% | +$3.05K | 0.01% | 590 |
|
|
2016
Q3 | $90K | Buy |
1,866
+73
| +4% | +$3.52K | 0.01% | 600 |
|
|
2016
Q2 | $70K | Buy |
1,793
+87
| +5% | +$3.4K | 0.01% | 637 |
|
|
2016
Q1 | $60K | Sell |
1,706
-619
| -27% | -$21.8K | 0.01% | 657 |
|
|
2015
Q4 | $96K | Buy |
+2,325
| New | +$96K | 0.02% | 536 |
|