HCR Wealth Advisors’s Westlake Corp WLK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
-5,053
| Closed | -$334K | – | 197 |
|
|
2018
Q4 | $334K | Sell |
5,053
-8,683
| -63% | -$574K | 0.11% | 122 |
|
|
2018
Q3 | $1.02M | Sell |
13,736
-2,148
| -14% | -$160K | 0.33% | 69 |
|
|
2018
Q2 | $1.69M | Buy |
15,884
+1,437
| +10% | +$153K | 0.56% | 37 |
|
|
2018
Q1 | $1.61M | Sell |
14,447
-767
| -5% | -$85.3K | 0.56% | 39 |
|
|
2017
Q4 | $1.62M | Sell |
15,214
-268
| -2% | -$28.6K | 0.57% | 39 |
|
|
2017
Q3 | $1.29M | Sell |
15,482
-1,279
| -8% | -$106K | 0.54% | 46 |
|
|
2017
Q2 | $1.11M | Buy |
16,761
+3,526
| +27% | +$234K | 0.55% | 44 |
|
|
2017
Q1 | $874K | Buy |
+13,235
| New | +$874K | 0.45% | 56 |
|