Dana Investment 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 | $1.5M | Sell |
19,783
-183
| -0.9% | -$13.9K | 0.05% | 334 |
|
2025
Q1 | $2M | Sell |
19,966
-235
| -1% | -$23.5K | 0.07% | 280 |
|
2024
Q4 | $2.32M | Sell |
20,201
-2,628
| -12% | -$301K | 0.08% | 269 |
|
2024
Q3 | $3.43M | Sell |
22,829
-197
| -0.9% | -$29.6K | 0.11% | 213 |
|
2024
Q2 | $3.33M | Sell |
23,026
-593
| -3% | -$85.9K | 0.11% | 212 |
|
2024
Q1 | $3.61M | Buy |
+23,619
| New | +$3.61M | 0.12% | 216 |
|
2016
Q1 | – | Sell |
-1,805
| Closed | -$1.81K | – | 306 |
|
2015
Q4 | $1.81K | Sell |
1,805
-30,668
| -94% | -$30.7K | 0.09% | 140 |
|
2015
Q3 | $1.69M | Buy |
32,473
+706
| +2% | +$36.6K | 0.08% | 132 |
|
2015
Q2 | $2.18M | Buy |
31,767
+513
| +2% | +$35.2K | 0.1% | 127 |
|
2015
Q1 | $2.25M | Sell |
31,254
-2,054
| -6% | -$148K | 0.11% | 125 |
|
2014
Q4 | $2.04M | Buy |
33,308
+3,842
| +13% | +$235K | 0.08% | 130 |
|
2014
Q3 | $2.55M | Sell |
29,466
-1,264
| -4% | -$109K | 0.15% | 121 |
|
2014
Q2 | $2.57M | Sell |
30,730
-492
| -2% | -$41.2K | 0.15% | 117 |
|
2014
Q1 | $2.07M | Buy |
31,222
+198
| +0.6% | +$13.1K | 0.13% | 126 |
|
2013
Q4 | $1.89M | Buy |
31,024
+56
| +0.2% | +$3.42K | 0.12% | 127 |
|
2013
Q3 | $1.62M | Buy |
30,968
+2,138
| +7% | +$112K | 0.12% | 121 |
|
2013
Q2 | $1.39M | Buy |
+28,830
| New | +$1.39M | 0.11% | 132 |
|