Strategic Investment Management’s Westlake Corp WLK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q3 | – | Sell |
-5,046
| Closed | -$422K | – | 125 |
|
|
2014
Q2 | $422K | Hold |
5,046
| – | – | 0.1% | 15 |
|
|
2014
Q1 | $333K | Hold |
5,046
| – | – | 0.05% | 18 |
|
|
2013
Q4 | $298K | Hold |
5,046
| – | – | 0.07% | 18 |
|
|
2013
Q3 | $264K | Buy |
5,046
+186
| +4% | +$9.73K | 0.05% | 24 |
|
|
2013
Q2 | $234K | Buy |
+4,860
| New | +$234K | 0.05% | 18 |
|