Gideon Capital 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
Q4 | – | Sell |
-4,013
| Closed | -$334K | – | 525 |
|
|
2018
Q3 | $334K | Buy |
+4,013
| New | +$334K | 0.16% | 216 |
|
|
2018
Q2 | – | Sell |
-4,765
| Closed | -$530K | – | 511 |
|
|
2018
Q1 | $530K | Buy |
+4,765
| New | +$530K | 0.33% | 108 |
|
|
2015
Q4 | – | Sell |
-4,933
| Closed | -$256K | – | 285 |
|
|
2015
Q3 | $256K | Sell |
4,933
-171
| -3% | -$8.87K | 0.15% | 173 |
|
|
2015
Q2 | $350K | Buy |
+5,104
| New | +$350K | 0.14% | 178 |
|
|
2014
Q4 | – | Sell |
-10,019
| Closed | -$868K | – | 319 |
|
|
2014
Q3 | $868K | Buy |
+10,019
| New | +$868K | 0.34% | 102 |
|
|
2014
Q2 | – | Sell |
-9,984
| Closed | -$661K | – | 326 |
|
|
2014
Q1 | $661K | Buy |
+9,984
| New | +$661K | 0.37% | 92 |
|