Callahan Advisors’s Westlake Corp WLK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
-7,555
| Closed | -$495K | – | 141 |
|
|
2019
Q3 | $495K | Buy |
7,555
+1,285
| +20% | +$84.2K | 0.09% | 100 |
|
|
2019
Q2 | $436K | Sell |
6,270
-1,530
| -20% | -$106K | 0.08% | 109 |
|
|
2019
Q1 | $529K | Buy |
7,800
+3,510
| +82% | +$238K | 0.1% | 102 |
|
|
2018
Q4 | $284K | Buy |
4,290
+270
| +7% | +$17.9K | 0.06% | 121 |
|
|
2018
Q3 | $334K | Buy |
+4,020
| New | +$334K | 0.06% | 121 |
|