Edgestream Partners’s Westlake Corp WLK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-23,650
| Closed | -$3.55M | – | 1122 |
|
|
2024
Q3 | $3.55M | Buy |
+23,650
| New | +$3.55M | 0.16% | 219 |
|
|
2023
Q3 | – | Sell |
-26,985
| Closed | -$3.22M | – | 998 |
|
|
2023
Q2 | $3.22M | Buy |
+26,985
| New | +$3.22M | 0.29% | 70 |
|
|
2022
Q3 | – | Sell |
-4,387
| Closed | -$430K | – | 629 |
|
|
2022
Q2 | $430K | Sell |
4,387
-5,465
| -55% | -$536K | 0.03% | 421 |
|
|
2022
Q1 | $1.22M | Buy |
+9,852
| New | +$1.22M | 0.1% | 296 |
|