Clearstead Advisors’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 | $1.9K | Buy |
+25
| New | +$1.9K | ﹤0.01% | 2332 |
|
|
2024
Q4 | – | Sell |
-58
| Closed | -$8.72K | – | 2194 |
|
|
2024
Q3 | $8.72K | Buy |
+58
| New | +$8.72K | ﹤0.01% | 1608 |
|
|
2022
Q3 | – | Sell |
-19
| Closed | -$2K | – | 1376 |
|
|
2022
Q2 | $2K | Hold |
19
| – | – | ﹤0.01% | 1138 |
|
|
2022
Q1 | $2K | Hold |
19
| – | – | ﹤0.01% | 1243 |
|
|
2021
Q4 | $2K | Hold |
19
| – | – | ﹤0.01% | 1139 |
|
|
2021
Q3 | $2K | Sell |
19
-13
| -41% | -$1.37K | ﹤0.01% | 1157 |
|
|
2021
Q2 | $3K | Sell |
32
-39
| -55% | -$3.66K | ﹤0.01% | 993 |
|
|
2021
Q1 | $6K | Buy |
+71
| New | +$6K | ﹤0.01% | 855 |
|