Gerstein Fisher’s Westlake Corp WLK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q2 | – | Sell |
-9,546
| Closed | -$687K | – | 428 |
|
|
2015
Q1 | $687K | Sell |
9,546
-386
| -4% | -$27.8K | 0.11% | 176 |
|
|
2014
Q4 | $612K | Sell |
9,932
-249
| -2% | -$15.3K | 0.1% | 186 |
|
|
2014
Q3 | $882K | Buy |
10,181
+107
| +1% | +$9.27K | 0.16% | 132 |
|
|
2014
Q2 | $844K | Hold |
10,074
| – | – | 0.16% | 118 |
|
|
2014
Q1 | $667K | Sell |
10,074
-9,382
| -48% | -$621K | 0.13% | 135 |
|
|
2013
Q4 | $5.91M | Buy |
19,456
+9,728
| +100% | +$2.96M | 0.22% | 115 |
|
|
2013
Q3 | $509K | Hold |
9,728
| – | – | 0.11% | 172 |
|
|
2013
Q2 | $469K | Buy |
+9,728
| New | +$469K | 0.11% | 162 |
|