Ruggie Capital Group’s Westlake Corp WLK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | – | Sell |
-898
| Closed | -$97K | – | 330 |
|
|
2018
Q2 | $97K | Hold |
898
| – | – | 0.05% | 147 |
|
|
2018
Q1 | $100K | Sell |
898
-708
| -44% | -$78.8K | 0.05% | 113 |
|
|
2017
Q4 | $171K | Sell |
1,606
-36
| -2% | -$3.83K | 0.11% | 77 |
|
|
2017
Q3 | $136K | Sell |
1,642
-122
| -7% | -$10.1K | 0.09% | 81 |
|
|
2017
Q2 | $117K | Hold |
1,764
| – | – | 0.08% | 93 |
|
|
2017
Q1 | $117K | Buy |
+1,764
| New | +$117K | 0.09% | 83 |
|