Berman Capital Advisors’s Westlake Corp WLK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $39K | Buy |
429
+206
| +92% | +$18.7K | 0.01% | 778 |
|
|
2021
Q2 | $20K | Buy |
223
+14
| +7% | +$1.26K | ﹤0.01% | 921 |
|
|
2021
Q1 | $18K | Hold |
209
| – | – | ﹤0.01% | 829 |
|
|
2020
Q4 | $17K | Hold |
209
| – | – | ﹤0.01% | 727 |
|
|
2020
Q3 | $13K | Sell |
209
-16
| -7% | -$995 | ﹤0.01% | 726 |
|
|
2020
Q2 | $12K | Buy |
225
+39
| +21% | +$2.08K | ﹤0.01% | 703 |
|
|
2020
Q1 | $7K | Buy |
+186
| New | +$7K | ﹤0.01% | 809 |
|
|
2019
Q4 | – | Hold |
0
| – | – | – | 1562 |
|
|
2019
Q3 | – | Sell |
-15
| Closed | -$1K | – | 1600 |
|
|
2019
Q2 | $1K | Sell |
15
-83
| -85% | -$5.53K | ﹤0.01% | 1401 |
|
|
2019
Q1 | $6K | Hold |
98
| – | – | ﹤0.01% | 834 |
|
|
2018
Q4 | $5K | Buy |
+98
| New | +$5K | ﹤0.01% | 704 |
|