Icon Wealth Partners’s Westlake Corp WLK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-550
| Closed | -$37K | – | 778 |
|
|
2019
Q1 | $37K | Buy |
+550
| New | +$37K | 0.01% | 424 |
|
|
2018
Q3 | – | Sell |
-550
| Closed | -$59K | – | 724 |
|
|
2018
Q2 | $59K | Buy |
+550
| New | +$59K | 0.02% | 343 |
|
|
2018
Q1 | – | Sell |
-550
| Closed | -$59K | – | 735 |
|
|
2017
Q4 | $59K | Buy |
+550
| New | +$59K | 0.03% | 381 |
|