LA
Lucus Advisors’s Westlake Corp WLK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q3 | – | Sell |
-8,146
| Closed | -$350K | – | 303 |
|
|
2016
Q2 | $350K | Sell |
8,146
-3,022
| -27% | -$130K | 0.29% | 116 |
|
|
2016
Q1 | $517K | Buy |
11,168
+3,120
| +39% | +$144K | 0.31% | 193 |
|
|
2015
Q4 | $437K | Sell |
8,048
-924
| -10% | -$50.2K | 0.27% | 122 |
|
|
2015
Q3 | $466K | Buy |
8,972
+1,697
| +23% | +$88.1K | 0.26% | 62 |
|
|
2015
Q2 | $499K | Sell |
7,275
-699
| -9% | -$47.9K | 0.24% | 157 |
|
|
2015
Q1 | $574K | Buy |
7,974
+665
| +9% | +$47.9K | 0.29% | 23 |
|
|
2014
Q4 | $447K | Buy |
+7,309
| New | +$447K | 0.2% | 230 |
|