JFS Wealth Advisors’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 | $304 | Sell |
4
-46
| -92% | -$3.5K | ﹤0.01% | 1758 |
|
|
2025
Q1 | $5K | Sell |
50
-22
| -31% | -$2.2K | ﹤0.01% | 1129 |
|
|
2024
Q4 | $8.26K | Hold |
72
| – | – | ﹤0.01% | 917 |
|
|
2024
Q3 | $10.8K | Buy |
72
+2
| +3% | +$301 | ﹤0.01% | 830 |
|
|
2024
Q2 | $10.1K | Hold |
70
| – | – | ﹤0.01% | 794 |
|
|
2024
Q1 | $10.7K | Buy |
70
+14
| +25% | +$2.14K | ﹤0.01% | 794 |
|
|
2023
Q4 | $7.84K | Hold |
56
| – | – | ﹤0.01% | 866 |
|
|
2023
Q3 | $6.98K | Hold |
56
| – | – | ﹤0.01% | 857 |
|
|
2023
Q2 | $6.69K | Hold |
56
| – | – | ﹤0.01% | 881 |
|
|
2023
Q1 | $6.5K | Buy |
56
+16
| +40% | +$1.86K | ﹤0.01% | 890 |
|
|
2022
Q4 | $4.1K | Buy |
40
+8
| +25% | +$820 | ﹤0.01% | 1074 |
|
|
2022
Q3 | $3K | Sell |
32
-43
| -57% | -$4.03K | ﹤0.01% | 1255 |
|
|
2022
Q2 | $7K | Buy |
75
+39
| +108% | +$3.64K | ﹤0.01% | 904 |
|
|
2022
Q1 | $4K | Buy |
36
+22
| +157% | +$2.44K | ﹤0.01% | 1187 |
|
|
2021
Q4 | $1K | Buy |
+14
| New | +$1K | ﹤0.01% | 1615 |
|