Private Wealth Management Group’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 | $10.8K | Buy |
142
+79
| +125% | +$6K | ﹤0.01% | 465 |
|
2025
Q1 | $6.3K | Sell |
63
-26
| -29% | -$2.6K | ﹤0.01% | 630 |
|
2024
Q4 | $10.2K | Buy |
89
+38
| +75% | +$4.36K | ﹤0.01% | 463 |
|
2024
Q3 | $7.67K | Hold |
51
| – | – | ﹤0.01% | 551 |
|
2024
Q2 | $7.39K | Hold |
51
| – | – | ﹤0.01% | 547 |
|
2024
Q1 | $7.79K | Hold |
51
| – | – | ﹤0.01% | 481 |
|
2023
Q4 | $7.14K | Buy |
+51
| New | +$7.14K | ﹤0.01% | 495 |
|