GFWA
Grey Fox Wealth Advisors’s Westlake Corp WLK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-1,419
| Closed | -$217K | – | 132 |
|
|
2024
Q1 | $217K | Sell |
1,419
-151
| -10% | -$23.1K | 0.08% | 120 |
|
|
2023
Q4 | $220K | Buy |
+1,570
| New | +$220K | 0.1% | 102 |
|
|
2023
Q2 | – | Sell |
-2,468
| Closed | -$286K | – | 520 |
|
|
2023
Q1 | $286K | Sell |
2,468
-230
| -9% | -$26.7K | 0.17% | 73 |
|
|
2022
Q4 | $277K | Buy |
+2,698
| New | +$277K | 0.18% | 73 |
|