Laird Norton Wetherby Wealth Management’s Westlake Corp WLK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-1,495
| Closed | -$225K | – | 950 |
|
|
2024
Q3 | $225K | Hold |
1,495
| – | – | 0.01% | 827 |
|
|
2024
Q2 | $217K | Sell |
1,495
-9
| -0.6% | -$1.3K | 0.01% | 819 |
|
|
2024
Q1 | $230K | Hold |
1,504
| – | – | 0.01% | 830 |
|
|
2023
Q4 | $211K | Buy |
+1,504
| New | +$211K | 0.01% | 842 |
|
|
2023
Q2 | – | Sell |
-1,767
| Closed | -$205K | – | 969 |
|
|
2023
Q1 | $205K | Buy |
+1,767
| New | +$205K | 0.01% | 816 |
|
|
2022
Q2 | – | Sell |
-1,940
| Closed | -$239K | – | 970 |
|
|
2022
Q1 | $239K | Buy |
+1,940
| New | +$239K | 0.01% | 791 |
|