Schubert & Co’s Westlake Corp WLK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-28
| Closed | -$3.25K | – | 1521 |
|
|
2023
Q1 | $3.25K | Buy |
28
+4
| +17% | +$464 | ﹤0.01% | 668 |
|
|
2022
Q4 | $2.46K | Sell |
24
-4
| -14% | -$410 | ﹤0.01% | 767 |
|
|
2022
Q3 | $2K | Buy |
28
+5
| +22% | +$357 | ﹤0.01% | 940 |
|
|
2022
Q2 | $2K | Buy |
23
+11
| +92% | +$957 | ﹤0.01% | 916 |
|
|
2022
Q1 | $1K | Buy |
12
+2
| +20% | +$167 | ﹤0.01% | 979 |
|
|
2021
Q4 | $1K | Buy |
+10
| New | +$1K | ﹤0.01% | 923 |
|