CVA Family Office’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 | $6.3K | Sell |
83
-112
| -57% | -$8.5K | ﹤0.01% | 858 |
|
|
2025
Q1 | $19.5K | Sell |
195
-22
| -10% | -$2.2K | ﹤0.01% | 684 |
|
|
2024
Q4 | $24.9K | Buy |
217
+37
| +21% | +$4.24K | ﹤0.01% | 640 |
|
|
2024
Q3 | $27.1K | Sell |
180
-3
| -2% | -$451 | ﹤0.01% | 609 |
|
|
2024
Q2 | $26.5K | Buy |
183
+3
| +2% | +$434 | ﹤0.01% | 599 |
|
|
2024
Q1 | $27.5K | Hold |
180
| – | – | ﹤0.01% | 591 |
|
|
2023
Q4 | $25.2K | Buy |
+180
| New | +$25.2K | ﹤0.01% | 589 |
|
|
2023
Q3 | – | Sell |
-180
| Closed | -$21.5K | – | 956 |
|
|
2023
Q2 | $21.5K | Hold |
180
| – | – | ﹤0.01% | 600 |
|
|
2023
Q1 | $20.9K | Hold |
180
| – | – | ﹤0.01% | 587 |
|
|
2022
Q4 | $18.5K | Buy |
180
+10
| +6% | +$1.03K | ﹤0.01% | 575 |
|
|
2022
Q3 | $15K | Buy |
170
+20
| +13% | +$1.77K | ﹤0.01% | 579 |
|
|
2022
Q2 | $15K | Buy |
150
+35
| +30% | +$3.5K | ﹤0.01% | 597 |
|
|
2022
Q1 | $14K | Sell |
115
-60
| -34% | -$7.3K | ﹤0.01% | 629 |
|
|
2021
Q4 | $17K | Buy |
+175
| New | +$17K | ﹤0.01% | 556 |
|
|
2021
Q3 | – | Sell |
-55
| Closed | -$5K | – | 887 |
|
|
2021
Q2 | $5K | Buy |
55
+5
| +10% | +$455 | ﹤0.01% | 781 |
|
|
2021
Q1 | $4K | Buy |
+50
| New | +$4K | ﹤0.01% | 660 |
|