EverSource Wealth Advisors’s Westlake Corp WLK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $24.1K | Buy |
318
+243
| +324% | +$18.5K | ﹤0.01% | 2146 |
|
|
2025
Q1 | $7.5K | Buy |
75
+19
| +34% | +$1.9K | ﹤0.01% | 2277 |
|
|
2024
Q4 | $6.42K | Buy |
56
+30
| +115% | +$3.44K | ﹤0.01% | 2233 |
|
|
2024
Q3 | $3.91K | Buy |
26
+3
| +13% | +$451 | ﹤0.01% | 2327 |
|
|
2024
Q2 | $3.4K | Buy |
23
+2
| +10% | +$296 | ﹤0.01% | 2358 |
|
|
2024
Q1 | $3.09K | Buy |
21
+1
| +5% | +$147 | ﹤0.01% | 2231 |
|
|
2023
Q4 | $2.8K | Sell |
20
-2
| -9% | -$280 | ﹤0.01% | 2080 |
|
|
2023
Q3 | $2.74K | Hold |
22
| – | – | ﹤0.01% | 1916 |
|
|
2023
Q2 | $2.63K | Hold |
22
| – | – | ﹤0.01% | 1952 |
|
|
2023
Q1 | $2.55K | Buy |
22
+12
| +120% | +$1.39K | ﹤0.01% | 1860 |
|
|
2022
Q4 | $1.03K | Hold |
10
| – | – | ﹤0.01% | 2081 |
|
|
2022
Q3 | $1K | Buy |
+10
| New | +$1K | ﹤0.01% | 1922 |
|