WFG Advisors’s WestRock Company WRK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | $444K | Sell |
7,837
-2,275
| -22% | -$129K | 0.1% | 215 |
|
|
2017
Q1 | $526K | Sell |
10,112
-514
| -5% | -$26.7K | 0.14% | 162 |
|
|
2016
Q4 | $539K | Buy |
10,626
+181
| +2% | +$9.18K | 0.13% | 195 |
|
|
2016
Q3 | $506K | Buy |
10,445
+467
| +5% | +$22.6K | 0.13% | 180 |
|
|
2016
Q2 | $388K | Sell |
9,978
-735
| -7% | -$28.6K | 0.1% | 201 |
|
|
2016
Q1 | $377K | Buy |
10,713
+1,055
| +11% | +$37.1K | 0.11% | 198 |
|
|
2015
Q4 | $397K | Buy |
+9,658
| New | +$397K | 0.12% | 188 |
|