Jaffetilchin Investment Partners’s Westlake Corp WLK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | – | Sell |
-8,947
| Closed | -$963K | – | 340 |
|
|
2018
Q2 | $963K | Sell |
8,947
-2,189
| -20% | -$236K | 0.21% | 85 |
|
|
2018
Q1 | $1.24M | Buy |
+11,136
| New | +$1.24M | 0.28% | 60 |
|
|
2017
Q4 | – | Sell |
-4,437
| Closed | -$369K | – | 306 |
|
|
2017
Q3 | $369K | Buy |
+4,437
| New | +$369K | 0.09% | 208 |
|
|
2017
Q2 | – | Sell |
-4,054
| Closed | -$268K | – | 300 |
|
|
2017
Q1 | $268K | Buy |
+4,054
| New | +$268K | 0.07% | 217 |
|
|
2014
Q4 | – | Sell |
-9,082
| Closed | -$786K | – | 252 |
|
|
2014
Q3 | $786K | Buy |
9,082
+2,756
| +44% | +$239K | 0.29% | 53 |
|
|
2014
Q2 | $530K | Sell |
6,326
-4,288
| -40% | -$359K | 0.19% | 82 |
|
|
2014
Q1 | $702K | Buy |
+10,614
| New | +$702K | 0.27% | 58 |
|
|
2013
Q3 | – | Sell |
-15,866
| Closed | -$765K | – | 203 |
|
|
2013
Q2 | $765K | Buy |
+15,866
| New | +$765K | 0.53% | 47 |
|