SRC
Shufro Rose & Co’s Westlake Corp WLK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-3,750
| Closed | -$201K | – | 295 |
|
|
2020
Q2 | $201K | Sell |
3,750
-5,900
| -61% | -$316K | 0.02% | 240 |
|
|
2020
Q1 | $368K | Buy |
9,650
+5,900
| +157% | +$225K | 0.04% | 172 |
|
|
2019
Q4 | $263K | Sell |
3,750
-900
| -19% | -$63.1K | 0.02% | 239 |
|
|
2019
Q3 | $305K | Sell |
4,650
-7,000
| -60% | -$459K | 0.03% | 218 |
|
|
2019
Q2 | $809K | Sell |
11,650
-400
| -3% | -$27.8K | 0.08% | 127 |
|
|
2019
Q1 | $818K | Buy |
12,050
+2,050
| +21% | +$139K | 0.08% | 122 |
|
|
2018
Q4 | $662K | Sell |
10,000
-2,300
| -19% | -$152K | 0.07% | 142 |
|
|
2018
Q3 | $1.02M | Buy |
+12,300
| New | +$1.02M | 0.09% | 121 |
|