Principal Securities’s Westlake Corp WLK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.75K | Buy |
23
+8
| +53% | +$607 | ﹤0.01% | 3185 |
|
|
2025
Q1 | $1.72K | Hold |
15
| – | – | ﹤0.01% | 3079 |
|
|
2024
Q4 | $1.72K | Sell |
15
-5
| -25% | -$573 | ﹤0.01% | 3073 |
|
|
2024
Q3 | $3.01K | Buy |
20
+4
| +25% | +$601 | ﹤0.01% | 2831 |
|
|
2024
Q2 | $2.32K | Sell |
16
-9
| -36% | -$1.3K | ﹤0.01% | 2868 |
|
|
2024
Q1 | $3.82K | Hold |
25
| – | – | ﹤0.01% | 2693 |
|
|
2023
Q4 | $3.5K | Buy |
+25
| New | +$3.5K | ﹤0.01% | 2661 |
|