Polaris Wealth Advisory Group’s Westlake Corp WLK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
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|
2021
Q4 | $476K | Sell |
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|
2021
Q3 | $41.8M | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $67K | Sell |
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|
2018
Q2 | $3.4M | Hold |
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|
2018
Q1 | $3.4M | Buy |
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|
2017
Q4 | $2.68M | Buy |
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|
2017
Q3 | $1.73M | Buy |
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|
2017
Q2 | $1.14M | Buy |
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|
2017
Q1 | $1.04M | Buy |
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|
2016
Q4 | $850K | Buy |
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|
2016
Q3 | $808K | Buy |
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