Bourgeon Capital Management’s Westlake Corp WLK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-2,000
| Closed | -$247K | – | 315 |
|
|
2022
Q1 | $247K | Sell |
2,000
-500
| -20% | -$61.8K | 0.06% | 89 |
|
|
2021
Q4 | $243K | Sell |
2,500
-500
| -17% | -$48.6K | 0.05% | 102 |
|
|
2021
Q3 | $273K | Hold |
3,000
| – | – | 0.06% | 95 |
|
|
2021
Q2 | $270K | Hold |
3,000
| – | – | 0.06% | 102 |
|
|
2021
Q1 | $266K | Hold |
3,000
| – | – | 0.06% | 102 |
|
|
2020
Q4 | $245K | Buy |
3,000
+1,500
| +100% | +$123K | 0.06% | 94 |
|
|
2020
Q3 | $95K | Buy |
1,500
+500
| +50% | +$31.7K | 0.03% | 112 |
|
|
2020
Q2 | $54K | Buy |
1,000
+100
| +11% | +$5.4K | 0.02% | 115 |
|
|
2020
Q1 | $34K | Buy |
+900
| New | +$34K | 0.02% | 125 |
|