San Francisco Sentry Investment Group’s Westlake Corp WLK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-300
| Closed | -$27K | – | 745 |
|
|
2021
Q1 | $27K | Hold |
300
| – | – | 0.01% | 458 |
|
|
2020
Q4 | $24K | Hold |
300
| – | – | 0.01% | 445 |
|
|
2020
Q3 | $19K | Hold |
300
| – | – | 0.01% | 432 |
|
|
2020
Q2 | $16K | Hold |
300
| – | – | 0.01% | 443 |
|
|
2020
Q1 | $11K | Hold |
300
| – | – | 0.01% | 465 |
|
|
2019
Q4 | $21K | Hold |
300
| – | – | 0.01% | 475 |
|
|
2019
Q3 | $20K | Hold |
300
| – | – | 0.01% | 480 |
|
|
2019
Q2 | $21K | Sell |
300
-16
| -5% | -$1.12K | 0.01% | 471 |
|
|
2019
Q1 | $21K | Hold |
316
| – | – | 0.01% | 482 |
|
|
2018
Q4 | $21K | Buy |
316
+16
| +5% | +$1.06K | 0.01% | 465 |
|
|
2018
Q3 | $25K | Hold |
300
| – | – | 0.01% | 467 |
|
|
2018
Q2 | $32K | Hold |
300
| – | – | 0.01% | 436 |
|
|
2018
Q1 | $33K | Buy |
+300
| New | +$33K | 0.01% | 510 |
|