B. Riley Wealth Advisors’s Westlake Corp WLK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-3,374
| Closed | -$331K | – | 1543 |
|
|
2022
Q2 | $331K | Sell |
3,374
-9
| -0.3% | -$883 | 0.01% | 833 |
|
|
2022
Q1 | $418K | Sell |
3,383
-779
| -19% | -$96.3K | 0.01% | 845 |
|
|
2021
Q4 | $404K | Buy |
+4,162
| New | +$404K | 0.01% | 930 |
|
|
2018
Q3 | – | Sell |
-2,986
| Closed | -$322K | – | 748 |
|
|
2018
Q2 | $322K | Buy |
2,986
+779
| +35% | +$84K | 0.04% | 441 |
|
|
2018
Q1 | $246K | Buy |
+2,207
| New | +$246K | 0.03% | 516 |
|
|
2014
Q3 | – | Sell |
-326
| Closed | -$27.3K | – | 1889 |
|
|
2014
Q2 | $27.3K | Buy |
+326
| New | +$27.3K | 0.01% | 1325 |
|