Focus Partners Wealth’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 |
-2,002
| Closed | -$301K | – | 1934 |
|
|
2024
Q3 | $301K | Buy |
2,002
+50
| +3% | +$7.52K | ﹤0.01% | 1315 |
|
|
2024
Q2 | $283K | Buy |
1,952
+2
| +0.1% | +$290 | ﹤0.01% | 1086 |
|
|
2024
Q1 | $298K | Buy |
1,950
+9
| +0.5% | +$1.38K | ﹤0.01% | 835 |
|
|
2023
Q4 | $272K | Buy |
+1,941
| New | +$272K | ﹤0.01% | 690 |
|