FDx Advisors’s Westlake Corp WLK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q2 | – | Sell |
-2,137
| Closed | -$238K | – | 1111 |
|
|
2018
Q1 | $238K | Sell |
2,137
-224
| -9% | -$24.9K | 0.01% | 1070 |
|
|
2017
Q4 | $252K | Buy |
+2,361
| New | +$252K | 0.01% | 1109 |
|
|
2017
Q1 | – | Sell |
-11,795
| Closed | -$660K | – | 1217 |
|
|
2016
Q4 | $660K | Buy |
+11,795
| New | +$660K | 0.02% | 667 |
|
|
2015
Q4 | – | Sell |
-11,593
| Closed | -$602K | – | 912 |
|
|
2015
Q3 | $602K | Buy |
+11,593
| New | +$602K | 0.05% | 391 |
|