Concourse Financial Group Securities’s Westlake Corp WLK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-210
| Closed | -$24.7K | – | 8388 |
|
|
2024
Q4 | $24.7K | Buy |
210
+10
| +5% | +$1.18K | ﹤0.01% | 1484 |
|
|
2024
Q3 | $30.1K | Sell |
200
-312
| -61% | -$46.9K | ﹤0.01% | 1385 |
|
|
2024
Q2 | $74.1K | Buy |
512
+312
| +156% | +$45.2K | ﹤0.01% | 1029 |
|
|
2024
Q1 | $30.6K | Hold |
200
| – | – | ﹤0.01% | 1376 |
|
|
2023
Q4 | $28K | Hold |
200
| – | – | ﹤0.01% | 1374 |
|
|
2023
Q3 | $24.9K | Sell |
200
-1
| -0.5% | -$125 | ﹤0.01% | 1371 |
|
|
2023
Q2 | $24K | Sell |
201
-23
| -10% | -$2.75K | ﹤0.01% | 1383 |
|
|
2023
Q1 | $26K | Sell |
224
-1
| -0.4% | -$116 | ﹤0.01% | 1377 |
|
|
2022
Q4 | $23.1K | Sell |
225
-133
| -37% | -$13.6K | ﹤0.01% | 1418 |
|
|
2022
Q3 | $31K | Buy |
358
+157
| +78% | +$13.6K | ﹤0.01% | 1142 |
|
|
2022
Q2 | $20K | Buy |
201
+1
| +0.5% | +$100 | ﹤0.01% | 1456 |
|
|
2022
Q1 | $25K | Hold |
200
| – | – | ﹤0.01% | 1419 |
|
|
2021
Q4 | $19K | Sell |
200
-9
| -4% | -$855 | ﹤0.01% | 1662 |
|
|
2021
Q3 | $19K | Buy |
209
+9
| +5% | +$818 | ﹤0.01% | 1678 |
|
|
2021
Q2 | $18K | Hold |
200
| – | – | ﹤0.01% | 1682 |
|
|
2021
Q1 | $18K | Hold |
200
| – | – | ﹤0.01% | 1597 |
|
|
2020
Q4 | $16K | Hold |
200
| – | – | ﹤0.01% | 1549 |
|
|
2020
Q3 | $13K | Hold |
200
| – | – | ﹤0.01% | 1499 |
|
|
2020
Q2 | $11K | Hold |
200
| – | – | ﹤0.01% | 1474 |
|
|
2020
Q1 | $8K | Sell |
200
-20
| -9% | -$800 | ﹤0.01% | 1528 |
|
|
2019
Q4 | $15K | Buy |
220
+200
| +1,000% | +$13.6K | ﹤0.01% | 1350 |
|
|
2019
Q3 | $1K | Sell |
20
-180
| -90% | -$9K | ﹤0.01% | 1700 |
|
|
2019
Q2 | $14K | Hold |
200
| – | – | ﹤0.01% | 1388 |
|
|
2019
Q1 | $13K | Hold |
200
| – | – | ﹤0.01% | 1433 |
|
|
2018
Q4 | $13K | Buy |
+200
| New | +$13K | ﹤0.01% | 1337 |
|
|
2018
Q3 | – | Hold |
0
| – | – | – | 5310 |
|