Focused Wealth Management’s Westlake Corp WLK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-1,750
| Closed | -$122K | – | 746 |
|
|
2019
Q2 | $122K | Hold |
1,750
| – | – | 0.03% | 215 |
|
|
2019
Q1 | $119K | Hold |
1,750
| – | – | 0.04% | 193 |
|
|
2018
Q4 | $116K | Hold |
1,750
| – | – | 0.04% | 205 |
|
|
2018
Q3 | $145K | Hold |
1,750
| – | – | 0.05% | 189 |
|
|
2018
Q2 | $188K | Hold |
1,750
| – | – | 0.07% | 159 |
|
|
2018
Q1 | $195K | Buy |
+1,750
| New | +$195K | 0.06% | 160 |
|