Shelton Capital Management’s Westlake Corp WLK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-1,397
| Closed | -$213K | – | 757 |
|
|
2024
Q1 | $213K | Buy |
+1,397
| New | +$213K | 0.01% | 682 |
|
|
2023
Q4 | – | Sell |
-1,692
| Closed | -$211K | – | 770 |
|
|
2023
Q3 | $211K | Hold |
1,692
| – | – | 0.01% | 632 |
|
|
2023
Q2 | $202K | Sell |
1,692
-77
| -4% | -$9.2K | 0.01% | 686 |
|
|
2023
Q1 | $205K | Buy |
+1,769
| New | +$205K | 0.01% | 677 |
|