YorkBridge Wealth Partners’s WestRock Company WRK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-71
| Closed | -$3K | – | 691 |
|
|
2019
Q2 | $3K | Hold |
71
| – | – | ﹤0.01% | 686 |
|
|
2019
Q1 | $3K | Hold |
71
| – | – | ﹤0.01% | 685 |
|
|
2018
Q4 | $3K | Hold |
71
| – | – | ﹤0.01% | 667 |
|
|
2018
Q3 | $4K | Hold |
71
| – | – | ﹤0.01% | 679 |
|
|
2018
Q2 | $4K | Hold |
71
| – | – | ﹤0.01% | 715 |
|
|
2018
Q1 | $5K | Sell |
71
-2,152
| -97% | -$152K | ﹤0.01% | 690 |
|
|
2017
Q4 | $142K | Sell |
2,223
-104
| -4% | -$6.64K | 0.07% | 221 |
|
|
2017
Q3 | $132K | Hold |
2,327
| – | – | 0.07% | 224 |
|
|
2017
Q2 | $133K | Hold |
2,327
| – | – | 0.07% | 215 |
|
|
2017
Q1 | $126K | Sell |
2,327
-46
| -2% | -$2.49K | 0.07% | 218 |
|
|
2016
Q4 | $121K | Buy |
+2,373
| New | +$121K | 0.07% | 210 |
|