Global Retirement Partners’s Westlake Corp WLK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.29K | Buy |
+17
| New | +$1.29K | ﹤0.01% | 3371 |
|
|
2024
Q4 | – | Sell |
-1
| Closed | -$150 | – | 3779 |
|
|
2024
Q3 | $150 | Sell |
1
-6
| -86% | -$900 | ﹤0.01% | 3385 |
|
|
2024
Q2 | $1.01K | Buy |
+7
| New | +$1.01K | ﹤0.01% | 3162 |
|
|
2024
Q1 | – | Sell |
-77
| Closed | -$10.4K | – | 3483 |
|
|
2023
Q4 | $10.4K | Hold |
77
| – | – | ﹤0.01% | 2058 |
|
|
2023
Q3 | $9.53K | Hold |
77
| – | – | ﹤0.01% | 1978 |
|
|
2023
Q2 | $9.2K | Hold |
77
| – | – | ﹤0.01% | 1993 |
|
|
2023
Q1 | $8.64K | Buy |
+77
| New | +$8.64K | ﹤0.01% | 1971 |
|
|
2021
Q2 | – | Sell |
-104
| Closed | -$9K | – | 1955 |
|
|
2021
Q1 | $9K | Buy |
104
+1
| +1% | +$87 | ﹤0.01% | 1329 |
|
|
2020
Q4 | $8K | Hold |
103
| – | – | ﹤0.01% | 1331 |
|
|
2020
Q3 | $7K | Hold |
103
| – | – | ﹤0.01% | 1260 |
|
|
2020
Q2 | $6K | Buy |
103
+1
| +1% | +$58 | ﹤0.01% | 1266 |
|
|
2020
Q1 | $4K | Hold |
102
| – | – | ﹤0.01% | 1303 |
|
|
2019
Q4 | $7K | Buy |
102
+1
| +1% | +$69 | ﹤0.01% | 1264 |
|
|
2019
Q3 | $7K | Hold |
101
| – | – | ﹤0.01% | 1220 |
|
|
2019
Q2 | $7K | Buy |
101
+1
| +1% | +$69 | ﹤0.01% | 1217 |
|
|
2019
Q1 | $7K | Hold |
100
| – | – | ﹤0.01% | 1168 |
|
|
2018
Q4 | $7K | Hold |
100
| – | – | ﹤0.01% | 1078 |
|
|
2018
Q3 | $8K | Buy |
100
+78
| +355% | +$6.24K | ﹤0.01% | 1107 |
|
|
2018
Q2 | $2K | Hold |
22
| – | – | ﹤0.01% | 1415 |
|
|
2018
Q1 | $2K | Sell |
22
-21
| -49% | -$1.91K | ﹤0.01% | 1369 |
|
|
2017
Q4 | $5K | Buy |
43
+22
| +105% | +$2.56K | ﹤0.01% | 1126 |
|
|
2017
Q3 | $2K | Sell |
21
-6
| -22% | -$571 | ﹤0.01% | 1145 |
|
|
2017
Q2 | $2K | Hold |
27
| – | – | ﹤0.01% | 1080 |
|
|
2017
Q1 | $2K | Hold |
27
| – | – | ﹤0.01% | 1040 |
|
|
2016
Q4 | $2K | Buy |
+27
| New | +$2K | ﹤0.01% | 981 |
|