Jackson Grant Investment Advisers’s Westlake Corp WLK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $835 | Sell |
11
-109
| -91% | -$8.27K | ﹤0.01% | 382 |
|
|
2025
Q1 | $12K | Hold |
120
| – | – | ﹤0.01% | 255 |
|
|
2024
Q4 | $13.8K | Hold |
120
| – | – | 0.01% | 247 |
|
|
2024
Q3 | $18K | Hold |
120
| – | – | 0.01% | 240 |
|
|
2024
Q2 | $17.4K | Hold |
120
| – | – | 0.01% | 239 |
|
|
2024
Q1 | $18.3K | Hold |
120
| – | – | 0.01% | 228 |
|
|
2023
Q4 | $16.8K | Hold |
120
| – | – | 0.01% | 229 |
|
|
2023
Q3 | $15K | Hold |
120
| – | – | 0.01% | 233 |
|
|
2023
Q2 | $14.3K | Hold |
120
| – | – | 0.01% | 240 |
|
|
2023
Q1 | $13.9K | Buy |
120
+11
| +10% | +$1.28K | 0.01% | 282 |
|
|
2022
Q4 | $11.2K | Hold |
109
| – | – | 0.01% | 288 |
|
|
2022
Q3 | $9K | Hold |
109
| – | – | ﹤0.01% | 306 |
|
|
2022
Q2 | $11K | Hold |
109
| – | – | 0.01% | 311 |
|
|
2022
Q1 | $13K | Buy |
+109
| New | +$13K | 0.01% | 317 |
|
|
2021
Q4 | – | Sell |
-109
| Closed | -$10K | – | 346 |
|
|
2021
Q3 | $10K | Sell |
109
-90
| -45% | -$8.26K | ﹤0.01% | 328 |
|
|
2021
Q2 | $18K | Buy |
199
+22
| +12% | +$1.99K | 0.01% | 310 |
|
|
2021
Q1 | $16K | Buy |
+177
| New | +$16K | 0.01% | 311 |
|