HL Financial Services’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 |
-3,703
| Closed | -$245K | – | 760 |
|
|
2018
Q4 | $245K | Buy |
3,703
+2
| +0.1% | +$132 | ﹤0.01% | 646 |
|
|
2018
Q3 | $308K | Buy |
3,701
+1,326
| +56% | +$110K | ﹤0.01% | 634 |
|
|
2018
Q2 | $256K | Sell |
2,375
-105
| -4% | -$11.3K | ﹤0.01% | 623 |
|
|
2018
Q1 | $276K | Sell |
2,480
-44
| -2% | -$4.9K | ﹤0.01% | 602 |
|
|
2017
Q4 | $269K | Hold |
2,524
| – | – | 0.01% | 531 |
|
|
2017
Q3 | $210K | Buy |
+2,524
| New | +$210K | ﹤0.01% | 644 |
|
|
2017
Q1 | – | Sell |
-5,969
| Closed | -$334K | – | 699 |
|
|
2016
Q4 | $334K | Buy |
+5,969
| New | +$334K | 0.01% | 531 |
|
|
2015
Q2 | – | Sell |
-2,866
| Closed | -$206K | – | 688 |
|
|
2015
Q1 | $206K | Buy |
+2,866
| New | +$206K | 0.01% | 652 |
|
|
2014
Q4 | – | Sell |
-2,662
| Closed | -$231K | – | 706 |
|
|
2014
Q3 | $231K | Buy |
+2,662
| New | +$231K | 0.01% | 625 |
|