Clearstead Advisors’s Westlake Corp WLK Stock Holding History

Clearstead Advisors’s Portfolio WLK Stock Details WLK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$1.9K	Buy
2024 Q4	–	Sell
2024 Q3	$8.72K	Buy
2022 Q3	–	Sell
2022 Q2	$2K	Hold
2022 Q1	$2K	Hold
2021 Q4	$2K	Hold
2021 Q3	$2K	Sell
2021 Q2	$3K	Sell
2021 Q1	$6K	Buy