Berman Capital Advisors’s Westlake Chemical Partners WLKP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-2,098
| Closed | -$56K | – | 2252 |
|
|
2021
Q2 | $56K | Hold |
2,098
| – | – | 0.01% | 532 |
|
|
2021
Q1 | $50K | Hold |
2,098
| – | – | 0.01% | 482 |
|
|
2020
Q4 | $50K | Hold |
2,098
| – | – | 0.01% | 412 |
|
|
2020
Q3 | $39K | Buy |
2,098
+47
| +2% | +$874 | 0.01% | 415 |
|
|
2020
Q2 | $38K | Buy |
+2,051
| New | +$38K | 0.01% | 388 |
|