LI
LMCG Investments’s Westlake Corp WLK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-6,751
| Closed | -$774K | – | 239 |
|
|
2024
Q4 | $774K | Sell |
6,751
-22,808
| -77% | -$2.61M | 0.05% | 180 |
|
|
2024
Q3 | $4.44M | Buy |
29,559
+238
| +0.8% | +$35.8K | 0.27% | 105 |
|
|
2024
Q2 | $4.25M | Buy |
29,321
+500
| +2% | +$72.4K | 0.25% | 108 |
|
|
2024
Q1 | $4.4M | Buy |
28,821
+294
| +1% | +$44.9K | 0.26% | 111 |
|
|
2023
Q4 | $3.99M | Buy |
28,527
+8,870
| +45% | +$1.24M | 0.25% | 110 |
|
|
2023
Q3 | $2.45M | Buy |
19,657
+5
| +0% | +$623 | 0.17% | 133 |
|
|
2023
Q2 | $2.35M | Buy |
19,652
+295
| +2% | +$35.2K | 0.15% | 141 |
|
|
2023
Q1 | $2.25M | Buy |
+19,357
| New | +$2.25M | 0.15% | 141 |
|