Broadview Advisors’s Westlake Corp WLK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-9,825
| Closed | -$817K | – | 96 |
|
|
2018
Q3 | $817K | Sell |
9,825
-37,350
| -79% | -$3.11M | 0.14% | 78 |
|
|
2018
Q2 | $5.08M | Sell |
47,175
-350
| -0.7% | -$37.7K | 0.81% | 59 |
|
|
2018
Q1 | $5.28M | Sell |
47,525
-30,675
| -39% | -$3.41M | 0.87% | 57 |
|
|
2017
Q4 | $8.33M | Sell |
78,200
-48,475
| -38% | -$5.16M | 1.19% | 31 |
|
|
2017
Q3 | $10.5M | Sell |
126,675
-23,925
| -16% | -$1.99M | 1.53% | 18 |
|
|
2017
Q2 | $9.97M | Sell |
150,600
-15,150
| -9% | -$1M | 1.48% | 21 |
|
|
2017
Q1 | $10.9M | Buy |
165,750
+1,850
| +1% | +$122K | 1.51% | 21 |
|
|
2016
Q4 | $9.18M | Buy |
+163,900
| New | +$9.18M | 1.23% | 32 |
|