Rockland Trust’s Westlake Corp WLK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-2,135
| Closed | -$321K | – | 297 |
|
|
2024
Q3 | $321K | Hold |
2,135
| – | – | 0.02% | 231 |
|
|
2024
Q2 | $309K | Hold |
2,135
| – | – | 0.02% | 243 |
|
|
2024
Q1 | $326K | Hold |
2,135
| – | – | 0.02% | 239 |
|
|
2023
Q4 | $299K | Hold |
2,135
| – | – | 0.02% | 252 |
|
|
2023
Q3 | $266K | Hold |
2,135
| – | – | 0.02% | 249 |
|
|
2023
Q2 | $255K | Buy |
2,135
+160
| +8% | +$19.1K | 0.02% | 255 |
|
|
2023
Q1 | $229K | Buy |
+1,975
| New | +$229K | 0.01% | 274 |
|