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 |
|