Legacy Private Trust’s Westlake Corp WLK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q1 | – | Sell |
-3,810
| Closed | -$233K | – | 262 |
|
|
2014
Q4 | $233K | Sell |
3,810
-9,110
| -71% | -$557K | 0.03% | 238 |
|
|
2014
Q3 | $1.12M | Sell |
12,920
-5,310
| -29% | -$460K | 0.17% | 139 |
|
|
2014
Q2 | $1.53M | Buy |
18,230
+6,636
| +57% | +$556K | 0.24% | 109 |
|
|
2014
Q1 | $767K | Sell |
11,594
-4,430
| -28% | -$293K | 0.13% | 125 |
|
|
2013
Q4 | $978K | Buy |
16,024
+240
| +2% | +$14.6K | 0.18% | 108 |
|
|
2013
Q3 | $826K | Buy |
15,784
+7,994
| +103% | +$418K | 0.17% | 98 |
|
|
2013
Q2 | $376K | Buy |
+7,790
| New | +$376K | 0.09% | 137 |
|