Pathway Financial Advisers’s Westlake Corp WLK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-284
| Closed | -$32.5K | – | 422 |
|
|
2024
Q4 | $32.5K | Buy |
284
+2
| +0.7% | +$229 | 0.01% | 267 |
|
|
2024
Q3 | $42.4K | Hold |
282
| – | – | 0.02% | 193 |
|
|
2024
Q2 | $40.7K | Buy |
282
+2
| +0.7% | +$289 | 0.01% | 241 |
|
|
2024
Q1 | $42.9K | Sell |
280
-68
| -20% | -$10.4K | 0.02% | 240 |
|
|
2023
Q4 | $48.8K | Buy |
348
+1
| +0.3% | +$140 | 0.02% | 225 |
|
|
2023
Q3 | $43.3K | Buy |
+347
| New | +$43.3K | 0.02% | 232 |
|
|
2023
Q1 | $40K | Buy |
344
+68
| +25% | +$7.9K | 0.02% | 244 |
|
|
2022
Q4 | $28.3K | Buy |
+276
| New | +$28.3K | 0.01% | 291 |
|