D.A. Davidson & Co’s Westlake Corp WLK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-4,458
| Closed | -$364K | – | 1180 |
|
|
2020
Q4 | $364K | Buy |
4,458
+14
| +0.3% | +$1.14K | 0.01% | 800 |
|
|
2020
Q3 | $281K | Sell |
4,444
-5,899
| -57% | -$373K | ﹤0.01% | 791 |
|
|
2020
Q2 | $555K | Buy |
10,343
+4,079
| +65% | +$219K | 0.01% | 566 |
|
|
2020
Q1 | $239K | Buy |
+6,264
| New | +$239K | ﹤0.01% | 818 |
|