Taylor Hoffman Wealth Management’s Westlake Corp WLK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-11
| Closed | -$1K | – | 368 |
|
|
2020
Q2 | $1K | Buy |
+11
| New | +$1K | ﹤0.01% | 387 |
|
|
2020
Q1 | – | Sell |
-10,696
| Closed | -$750K | – | 390 |
|
|
2019
Q4 | $750K | Sell |
10,696
-666
| -6% | -$46.7K | 0.48% | 63 |
|
|
2019
Q3 | $744K | Sell |
11,362
-21
| -0.2% | -$1.38K | 0.53% | 60 |
|
|
2019
Q2 | $791K | Buy |
11,383
+51
| +0.5% | +$3.54K | 0.64% | 52 |
|
|
2019
Q1 | $769K | Buy |
+11,332
| New | +$769K | 0.57% | 57 |
|