Grandfield & Dodd’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 |
-4,525
| Closed | -$326K | – | 177 |
|
|
2015
Q1 | $326K | Sell |
4,525
-4,400
| -49% | -$317K | 0.05% | 132 |
|
|
2014
Q4 | $545K | Sell |
8,925
-82,387
| -90% | -$5.03M | 0.08% | 110 |
|
|
2014
Q3 | $7.91M | Sell |
91,312
-5,594
| -6% | -$484K | 1.24% | 36 |
|
|
2014
Q2 | $8.12M | Sell |
96,906
-2,800
| -3% | -$235K | 1.22% | 33 |
|
|
2014
Q1 | $6.6M | Sell |
99,706
-480
| -0.5% | -$31.8K | 1.04% | 42 |
|
|
2013
Q4 | $6.12M | Sell |
100,186
-460
| -0.5% | -$28.1K | 0.99% | 41 |
|
|
2013
Q3 | $5.27M | Sell |
100,646
-130
| -0.1% | -$6.8K | 0.94% | 42 |
|
|
2013
Q2 | $4.86M | Buy |
+100,776
| New | +$4.86M | 0.92% | 40 |
|