Jupiter Investment Management’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 |
-5,200
| Closed | -$352K | – | 430 |
|
|
2019
Q1 | $352K | Buy |
+5,200
| New | +$352K | ﹤0.01% | 309 |
|
|
2018
Q2 | – | Sell |
-9,000
| Closed | -$1M | – | 453 |
|
|
2018
Q1 | $1M | Buy |
+9,000
| New | +$1M | 0.01% | 277 |
|
|
2016
Q3 | – | Sell |
-200,245
| Closed | -$8.59M | – | 463 |
|
|
2016
Q2 | $8.59M | Sell |
200,245
-52,537
| -21% | -$2.25M | 0.16% | 135 |
|
|
2016
Q1 | $11.7M | Buy |
+252,782
| New | +$11.7M | 0.24% | 119 |
|
|
2015
Q4 | – | Sell |
-26,753
| Closed | -$1.39M | – | 377 |
|
|
2015
Q3 | $1.39M | Buy |
+26,753
| New | +$1.39M | 0.04% | 180 |
|
|
2015
Q2 | – | Sell |
-318,491
| Closed | -$22.9M | – | 381 |
|
|
2015
Q1 | $22.9M | Sell |
318,491
-312,726
| -50% | -$22.5M | 0.73% | 49 |
|
|
2014
Q4 | $38.6M | Buy |
631,217
+606,891
| +2,495% | +$37.1M | 1.37% | 21 |
|
|
2014
Q3 | $2.11M | Buy |
+24,326
| New | +$2.11M | 0.1% | 176 |
|
|
2013
Q3 | – | Sell |
-53,244
| Closed | -$2.57M | – | 327 |
|
|
2013
Q2 | $2.57M | Buy |
+53,244
| New | +$2.57M | 0.31% | 127 |
|