Stonebridge Capital Advisors’s Westlake Corp WLK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-79
| Closed | -$10K | – | 1099 |
|
|
2022
Q1 | $10K | Buy |
+79
| New | +$10K | ﹤0.01% | 674 |
|
|
2020
Q3 | – | Sell |
-22
| Closed | -$1K | – | 721 |
|
|
2020
Q2 | $1K | Hold |
22
| – | – | ﹤0.01% | 756 |
|
|
2020
Q1 | $1K | Hold |
22
| – | – | ﹤0.01% | 750 |
|
|
2019
Q4 | $2K | Hold |
22
| – | – | ﹤0.01% | 758 |
|
|
2019
Q3 | $1K | Hold |
22
| – | – | ﹤0.01% | 834 |
|
|
2019
Q2 | $2K | Buy |
+22
| New | +$2K | ﹤0.01% | 799 |
|