Zeke Capital Advisors’s WestRock Company WRK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-23,468
| Closed | -$1.01M | – | 522 |
|
|
2019
Q4 | $1.01M | Sell |
23,468
-5,765
| -20% | -$247K | 0.08% | 204 |
|
|
2019
Q3 | $1.07M | Buy |
+29,233
| New | +$1.07M | 0.09% | 175 |
|
|
2019
Q1 | – | Sell |
-7,016
| Closed | -$265K | – | 588 |
|
|
2018
Q4 | $265K | Buy |
7,016
+2,471
| +54% | +$93.3K | 0.03% | 461 |
|
|
2018
Q3 | $243K | Sell |
4,545
-343
| -7% | -$18.3K | 0.02% | 566 |
|
|
2018
Q2 | $279K | Sell |
4,888
-1,366
| -22% | -$78K | 0.03% | 429 |
|
|
2018
Q1 | $401K | Hold |
6,254
| – | – | 0.04% | 390 |
|
|
2017
Q4 | $395K | Buy |
6,254
+1,691
| +37% | +$107K | 0.04% | 330 |
|
|
2017
Q3 | $259K | Buy |
+4,563
| New | +$259K | 0.04% | 357 |
|