Glassman Wealth Services’s Westlake Corp WLK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-7
| Closed | -$980 | – | 1830 |
|
|
2023
Q4 | $980 | Hold |
7
| – | – | ﹤0.01% | 1554 |
|
|
2023
Q3 | $873 | Hold |
7
| – | – | ﹤0.01% | 1593 |
|
|
2023
Q2 | $836 | Hold |
7
| – | – | ﹤0.01% | 1491 |
|
|
2023
Q1 | $812 | Buy |
7
+3
| +75% | +$348 | ﹤0.01% | 1489 |
|
|
2022
Q4 | $410 | Sell |
4
-18
| -82% | -$1.85K | ﹤0.01% | 1666 |
|
|
2022
Q3 | $2K | Sell |
22
-43
| -66% | -$3.91K | ﹤0.01% | 1281 |
|
|
2022
Q2 | $6K | Buy |
65
+41
| +171% | +$3.79K | ﹤0.01% | 975 |
|
|
2022
Q1 | $3K | Sell |
24
-1
| -4% | -$125 | ﹤0.01% | 1173 |
|
|
2021
Q4 | $2K | Buy |
25
+22
| +733% | +$1.76K | ﹤0.01% | 1260 |
|
|
2021
Q3 | $0 | Hold |
3
| – | – | ﹤0.01% | 1839 |
|
|
2021
Q2 | $0 | Hold |
3
| – | – | ﹤0.01% | 1679 |
|
|
2021
Q1 | $0 | Hold |
3
| – | – | ﹤0.01% | 1658 |
|
|
2020
Q4 | $0 | Hold |
3
| – | – | ﹤0.01% | 1539 |
|
|
2020
Q3 | $0 | Hold |
3
| – | – | ﹤0.01% | 1512 |
|
|
2020
Q2 | $0 | Buy |
+3
| New | – | ﹤0.01% | 1571 |
|
|
2019
Q3 | – | Sell |
-4
| Closed | – | – | 1399 |
|
|
2019
Q2 | $0 | Buy |
+4
| New | – | ﹤0.01% | 1392 |
|