EWM
Evercore Wealth Management’s Westlake Corp WLK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | – | Sell |
-515
| Closed | -$55K | – | 802 |
|
|
2017
Q4 | $55K | Hold |
515
| – | – | ﹤0.01% | 567 |
|
|
2017
Q3 | $43K | Hold |
515
| – | – | ﹤0.01% | 593 |
|
|
2017
Q2 | $34K | Hold |
515
| – | – | ﹤0.01% | 629 |
|
|
2017
Q1 | $34K | Hold |
515
| – | – | ﹤0.01% | 668 |
|
|
2016
Q4 | $29K | Hold |
515
| – | – | ﹤0.01% | 702 |
|
|
2016
Q3 | $28K | Hold |
515
| – | – | ﹤0.01% | 721 |
|
|
2016
Q2 | $22K | Buy |
+515
| New | +$22K | ﹤0.01% | 739 |
|
|
2014
Q1 | – | Sell |
-2,050
| Closed | -$250K | – | 923 |
|
|
2013
Q4 | $250K | Sell |
2,050
-10,650
| -84% | -$1.3M | 0.01% | 343 |
|
|
2013
Q3 | $1.33M | Buy |
12,700
+2,650
| +26% | +$277K | 0.08% | 185 |
|
|
2013
Q2 | $969K | Buy |
+10,050
| New | +$969K | 0.05% | 213 |
|