Hennion & Walsh Asset Management’s Westlake Corp WLK Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q2
Sell
-2,912
Closed -$338K 853
2023
Q1
$338K Sell
2,912
-96
-3% -$11.1K 0.02% 609
2022
Q4
$308K Sell
3,008
-439
-13% -$45K 0.02% 619
2022
Q3
$299K Sell
3,447
-178
-5% -$15.4K 0.02% 619
2022
Q2
$355K Sell
3,625
-52
-1% -$5.09K 0.02% 579
2022
Q1
$454K Sell
3,677
-251
-6% -$31K 0.02% 535
2021
Q4
$382K Buy
3,928
+90
+2% +$8.75K 0.02% 599
2021
Q3
$350K Buy
3,838
+1,156
+43% +$105K 0.02% 601
2021
Q2
$242K Buy
+2,682
New +$242K 0.01% 673