Lindenwold Advisors’s Westlake Corp WLK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-2,683
| Closed | -$308K | – | 121 |
|
|
2024
Q4 | $308K | Sell |
2,683
-90
| -3% | -$10.3K | 0.16% | 91 |
|
|
2024
Q3 | $417K | Buy |
2,773
+34
| +1% | +$5.11K | 0.21% | 75 |
|
|
2024
Q2 | $397K | Sell |
2,739
-87
| -3% | -$12.6K | 0.21% | 77 |
|
|
2024
Q1 | $432K | Buy |
2,826
+2
| +0.1% | +$306 | 0.23% | 75 |
|
|
2023
Q4 | $395K | Sell |
2,824
-29
| -1% | -$4.06K | 0.22% | 77 |
|
|
2023
Q3 | $356K | Buy |
2,853
+11
| +0.4% | +$1.37K | 0.22% | 74 |
|
|
2023
Q2 | $340K | Sell |
2,842
-710
| -20% | -$84.8K | 0.21% | 80 |
|
|
2023
Q1 | $412K | Buy |
+3,552
| New | +$412K | 0.26% | 78 |
|