Private Advisor Group’s Westlake Corp WLK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-2,887
| Closed | -$335K | – | 2091 |
|
|
2023
Q1 | $335K | Buy |
+2,887
| New | +$335K | ﹤0.01% | 1521 |
|
|
2020
Q3 | – | Sell |
-2,154
| Closed | -$116K | – | 3417 |
|
|
2020
Q2 | $116K | Buy |
+2,154
| New | +$116K | ﹤0.01% | 1626 |
|
|
2018
Q3 | – | Sell |
-3,134
| Closed | -$339K | – | 1655 |
|
|
2018
Q2 | $339K | Buy |
3,134
+1,249
| +66% | +$135K | 0.01% | 930 |
|
|
2018
Q1 | $210K | Sell |
1,885
-142
| -7% | -$15.8K | 0.01% | 1039 |
|
|
2017
Q4 | $226K | Sell |
2,027
-2,121
| -51% | -$236K | 0.01% | 1008 |
|
|
2017
Q3 | $351K | Buy |
4,148
+760
| +22% | +$64.3K | 0.01% | 1057 |
|
|
2017
Q2 | $229K | Buy |
3,388
+103
| +3% | +$6.96K | 0.01% | 1204 |
|
|
2017
Q1 | $215K | Buy |
+3,285
| New | +$215K | 0.01% | 1239 |
|
|
2015
Q3 | – | Sell |
-3,463
| Closed | -$238K | – | 1130 |
|
|
2015
Q2 | $238K | Buy |
+3,463
| New | +$238K | 0.01% | 872 |
|
|
2014
Q4 | – | Sell |
-2,544
| Closed | -$220K | – | 1271 |
|
|
2014
Q3 | $220K | Sell |
2,544
-24
| -0.9% | -$2.08K | 0.02% | 815 |
|
|
2014
Q2 | $215K | Buy |
+2,568
| New | +$215K | 0.02% | 772 |
|