Kingsview Wealth Management’s Westlake Corp WLK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-7,267
| Closed | -$868K | – | 1013 |
|
|
2023
Q2 | $868K | Buy |
+7,267
| New | +$868K | 0.03% | 450 |
|
|
2022
Q3 | – | Sell |
-8,891
| Closed | -$871K | – | 889 |
|
|
2022
Q2 | $871K | Buy |
8,891
+6,313
| +245% | +$618K | 0.04% | 400 |
|
|
2022
Q1 | $318K | Buy |
+2,578
| New | +$318K | 0.01% | 683 |
|
|
2021
Q3 | – | Sell |
-8,252
| Closed | -$753K | – | 933 |
|
|
2021
Q2 | $753K | Buy |
8,252
+3,662
| +80% | +$334K | 0.04% | 446 |
|
|
2021
Q1 | $420K | Buy |
+4,590
| New | +$420K | 0.02% | 546 |
|