Capital Advisors Ltd’s Westlake Corp WLK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-7
| Closed | -$1K | – | 1651 |
|
|
2025
Q1 | $1K | Sell |
7
-53
| -88% | -$7.57K | ﹤0.01% | 1295 |
|
|
2024
Q4 | $7K | Buy |
60
+30
| +100% | +$3.5K | ﹤0.01% | 889 |
|
|
2024
Q3 | $5K | Sell |
30
-1
| -3% | -$167 | ﹤0.01% | 939 |
|
|
2024
Q2 | $4K | Buy |
31
+2
| +7% | +$258 | ﹤0.01% | 966 |
|
|
2024
Q1 | $4K | Buy |
29
+1
| +4% | +$138 | ﹤0.01% | 946 |
|
|
2023
Q4 | $4K | Hold |
28
| – | – | ﹤0.01% | 919 |
|
|
2023
Q3 | $3K | Hold |
28
| – | – | ﹤0.01% | 970 |
|
|
2023
Q2 | $3K | Buy |
28
+21
| +300% | +$2.25K | ﹤0.01% | 977 |
|
|
2023
Q1 | $1K | Hold |
7
| – | – | ﹤0.01% | 1143 |
|
|
2022
Q4 | $1K | Sell |
7
-4
| -36% | -$571 | ﹤0.01% | 1128 |
|
|
2022
Q3 | $1K | Buy |
11
+8
| +267% | +$727 | ﹤0.01% | 1154 |
|
|
2022
Q2 | $0 | Hold |
3
| – | – | ﹤0.01% | 1358 |
|
|
2022
Q1 | $0 | Hold |
3
| – | – | ﹤0.01% | 1235 |
|
|
2021
Q4 | $0 | Buy |
+3
| New | – | ﹤0.01% | 957 |
|