MSI Financial Services’s Westlake Corp WLK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q4 | $197K | Buy |
3,504
+11
| +0.3% | +$618 | 0.01% | 1095 |
|
|
2016
Q3 | $187K | Buy |
3,493
+640
| +22% | +$34.3K | 0.01% | 1101 |
|
|
2016
Q2 | $122K | Buy |
2,853
+1,031
| +57% | +$44.1K | ﹤0.01% | 1301 |
|
|
2016
Q1 | $84K | Buy |
1,822
+835
| +85% | +$38.5K | ﹤0.01% | 1440 |
|
|
2015
Q4 | $54K | Buy |
987
+587
| +147% | +$32.1K | ﹤0.01% | 1679 |
|
|
2015
Q3 | $21K | Hold |
400
| – | – | ﹤0.01% | 1687 |
|
|
2015
Q2 | $27K | Sell |
400
-46
| -10% | -$3.11K | ﹤0.01% | 1657 |
|
|
2015
Q1 | $32K | Sell |
446
-235
| -35% | -$16.9K | ﹤0.01% | 1568 |
|
|
2014
Q4 | $42K | Buy |
681
+115
| +20% | +$7.09K | ﹤0.01% | 1162 |
|
|
2014
Q3 | $49K | Hold |
566
| – | – | 0.01% | 1099 |
|
|
2014
Q2 | $47K | Sell |
566
-218
| -28% | -$18.1K | 0.01% | 1104 |
|
|
2014
Q1 | $52K | Sell |
784
-1,668
| -68% | -$111K | 0.01% | 1014 |
|
|
2013
Q4 | $150K | Buy |
2,452
+324
| +15% | +$19.8K | 0.02% | 612 |
|
|
2013
Q3 | $111K | Sell |
2,128
-476
| -18% | -$24.8K | 0.02% | 625 |
|
|
2013
Q2 | $126K | Buy |
+2,604
| New | +$126K | 0.03% | 568 |
|