MWA
MFA Wealth Advisors’s Westlake Corp WLK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $219K | Buy |
2,886
+715
| +33% | +$54.3K | 0.05% | 85 |
|
|
2025
Q1 | $217K | Buy |
+2,171
| New | +$217K | 0.05% | 84 |
|
|
2024
Q4 | – | Sell |
-1,790
| Closed | -$269K | – | 397 |
|
|
2024
Q3 | $269K | Buy |
1,790
+8
| +0.4% | +$1.2K | 0.06% | 80 |
|
|
2024
Q2 | $258K | Sell |
1,782
-1,855
| -51% | -$269K | 0.06% | 86 |
|
|
2024
Q1 | $556K | Buy |
3,637
+169
| +5% | +$25.8K | 0.15% | 64 |
|
|
2023
Q4 | $485K | Sell |
3,468
-161
| -4% | -$22.5K | 0.14% | 64 |
|
|
2023
Q3 | $452K | Buy |
3,629
+316
| +10% | +$39.4K | 0.14% | 62 |
|
|
2023
Q2 | $396K | Buy |
3,313
+76
| +2% | +$9.08K | 0.12% | 59 |
|
|
2023
Q1 | $375K | Buy |
+3,237
| New | +$375K | 0.12% | 60 |
|