Rise Advisors’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 | $6.29K | Buy |
83
+1
| +1% | +$76 | ﹤0.01% | 1145 |
|
|
2025
Q1 | $8.22K | Sell |
82
-33
| -29% | -$3.31K | ﹤0.01% | 1100 |
|
|
2024
Q4 | $13.1K | Buy |
115
+1
| +0.9% | +$114 | 0.01% | 887 |
|
|
2024
Q3 | $17.2K | Hold |
114
| – | – | 0.01% | 785 |
|
|
2024
Q2 | $16.5K | Buy |
114
+1
| +0.9% | +$144 | 0.01% | 770 |
|
|
2024
Q1 | $17.3K | Buy |
+113
| New | +$17.3K | 0.01% | 747 |
|