PWAG
Polaris Wealth Advisory Group’s Westlake Corp WLK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-4,901
| Closed | -$476K | – | 204 |
|
|
2021
Q4 | $476K | Sell |
4,901
-417,273
| -99% | -$40.5M | 0.03% | 129 |
|
|
2021
Q3 | $41.8M | Buy |
+422,174
| New | +$41.8M | 2.5% | 6 |
|
|
2018
Q4 | – | Sell |
-808
| Closed | -$67K | – | 468 |
|
|
2018
Q3 | $67K | Sell |
808
-29,793
| -97% | -$2.47M | ﹤0.01% | 226 |
|
|
2018
Q2 | $3.4M | Hold |
30,601
| – | – | 0.29% | 61 |
|
|
2018
Q1 | $3.4M | Buy |
30,601
+5,449
| +22% | +$606K | 0.28% | 62 |
|
|
2017
Q4 | $2.68M | Buy |
25,152
+4,353
| +21% | +$464K | 0.22% | 63 |
|
|
2017
Q3 | $1.73M | Buy |
20,799
+3,527
| +20% | +$293K | 0.15% | 73 |
|
|
2017
Q2 | $1.14M | Buy |
17,272
+1,554
| +10% | +$103K | 0.13% | 71 |
|
|
2017
Q1 | $1.04M | Buy |
15,718
+537
| +4% | +$35.5K | 0.11% | 73 |
|
|
2016
Q4 | $850K | Buy |
15,181
+70
| +0.5% | +$3.92K | 0.1% | 75 |
|
|
2016
Q3 | $808K | Buy |
+15,111
| New | +$808K | 0.1% | 73 |
|