Kestra 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
2025
Q2
$395K Hold
3,951
0.01% 411
2025
Q1
$395K Sell
3,951
-494
-11% -$49.4K 0.01% 298
2024
Q4
$510K Buy
4,445
+682
+18% +$78.2K 0.02% 228
2024
Q3
$566K Buy
+3,763
New +$566K 0.02% 197