Legacy Capital Group California’s Westlake Corp WLK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-4,065
| Closed | -$611K | – | 361 |
|
|
2024
Q3 | $611K | Sell |
4,065
-17
| -0.4% | -$2.56K | 0.2% | 145 |
|
|
2024
Q2 | $591K | Sell |
4,082
-60
| -1% | -$8.69K | 0.21% | 140 |
|
|
2024
Q1 | $633K | Sell |
4,142
-114
| -3% | -$17.4K | 0.23% | 140 |
|
|
2023
Q4 | $596K | Buy |
4,256
+88
| +2% | +$12.3K | 0.23% | 134 |
|
|
2023
Q3 | $520K | Sell |
4,168
-103
| -2% | -$12.8K | 0.22% | 135 |
|
|
2023
Q2 | $510K | Buy |
4,271
+139
| +3% | +$16.6K | 0.21% | 149 |
|
|
2023
Q1 | $479K | Buy |
+4,132
| New | +$479K | 0.23% | 127 |
|