Yorktown Management & Research Company’s WestRock Company WRK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-10,000
| Closed | -$283K | – | 324 |
|
|
2020
Q1 | $283K | Sell |
10,000
-5,000
| -33% | -$142K | 0.29% | 129 |
|
|
2019
Q4 | $644K | Hold |
15,000
| – | – | 0.35% | 100 |
|
|
2019
Q3 | $547K | Hold |
15,000
| – | – | 0.29% | 114 |
|
|
2019
Q2 | $547K | Hold |
15,000
| – | – | 0.21% | 137 |
|
|
2019
Q1 | $575K | Hold |
15,000
| – | – | 0.19% | 140 |
|
|
2018
Q4 | $566K | Hold |
15,000
| – | – | 0.19% | 132 |
|
|
2018
Q3 | $802K | Buy |
15,000
+7,000
| +88% | +$374K | 0.23% | 117 |
|
|
2018
Q2 | $456K | Buy |
+8,000
| New | +$456K | 0.13% | 165 |
|
|
2017
Q4 | – | Sell |
-4,500
| Closed | -$255K | – | 427 |
|
|
2017
Q3 | $255K | Hold |
4,500
| – | – | 0.07% | 310 |
|
|
2017
Q2 | $255K | Hold |
4,500
| – | – | 0.08% | 227 |
|
|
2017
Q1 | $234K | Hold |
4,500
| – | – | 0.06% | 288 |
|
|
2016
Q4 | $228K | Buy |
+4,500
| New | +$228K | 0.06% | 308 |
|