Atria Wealth Solutions’s Westlake Corp WLK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-4,070
| Closed | -$612K | – | 2072 |
|
|
2024
Q3 | $612K | Sell |
4,070
-434
| -10% | -$65.2K | 0.01% | 1131 |
|
|
2024
Q2 | $652K | Buy |
4,504
+775
| +21% | +$112K | 0.01% | 1090 |
|
|
2024
Q1 | $570K | Buy |
3,729
+167
| +5% | +$25.5K | 0.01% | 1197 |
|
|
2023
Q4 | $499K | Buy |
3,562
+136
| +4% | +$19K | 0.01% | 1204 |
|
|
2023
Q3 | $427K | Sell |
3,426
-10
| -0.3% | -$1.25K | 0.01% | 1203 |
|
|
2023
Q2 | $410K | Sell |
3,436
-234
| -6% | -$28K | 0.01% | 1245 |
|
|
2023
Q1 | $426K | Hold |
3,670
| – | – | 0.01% | 1214 |
|
|
2022
Q4 | $376K | Buy |
3,670
+16
| +0.4% | +$1.64K | 0.01% | 1223 |
|
|
2022
Q3 | $317K | Buy |
+3,654
| New | +$317K | 0.01% | 1256 |
|