MAM
Morse Asset Management’s Westlake Corp WLK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-70
| Closed | -$10.5K | – | 378 |
|
|
2024
Q3 | $10.5K | Buy |
+70
| New | +$10.5K | ﹤0.01% | 262 |
|
|
2018
Q4 | – | Sell |
-2,600
| Closed | -$216K | – | 138 |
|
|
2018
Q3 | $216K | Sell |
2,600
-150
| -5% | -$12.5K | 0.06% | 128 |
|
|
2018
Q2 | $296K | Sell |
2,750
-365
| -12% | -$39.3K | 0.08% | 118 |
|
|
2018
Q1 | $346K | Buy |
3,115
+35
| +1% | +$3.89K | 0.1% | 119 |
|
|
2017
Q4 | $328K | Hold |
3,080
| – | – | 0.09% | 112 |
|
|
2017
Q3 | $256K | Buy |
+3,080
| New | +$256K | 0.08% | 115 |
|
|
2017
Q2 | – | Sell |
-17,530
| Closed | -$1.16M | – | 139 |
|
|
2017
Q1 | $1.16M | Buy |
+17,530
| New | +$1.16M | 0.4% | 72 |
|