TWA
TCI Wealth Advisors’s Westlake Corp WLK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-194
| Closed | -$22.5K | – | 2240 |
|
|
2023
Q1 | $22.5K | Hold |
194
| – | – | ﹤0.01% | 658 |
|
|
2022
Q4 | $19.9K | Hold |
194
| – | – | ﹤0.01% | 708 |
|
|
2022
Q3 | $17K | Sell |
194
-18
| -8% | -$1.58K | ﹤0.01% | 743 |
|
|
2022
Q2 | $21K | Sell |
212
-15
| -7% | -$1.49K | ﹤0.01% | 632 |
|
|
2022
Q1 | $28K | Buy |
227
+37
| +19% | +$4.56K | ﹤0.01% | 568 |
|
|
2021
Q4 | $18K | Hold |
190
| – | – | ﹤0.01% | 768 |
|
|
2021
Q3 | $17K | Buy |
190
+187
| +6,233% | +$16.7K | ﹤0.01% | 756 |
|
|
2021
Q2 | $0 | Hold |
3
| – | – | ﹤0.01% | 2443 |
|
|
2021
Q1 | $0 | Hold |
3
| – | – | ﹤0.01% | 2218 |
|
|
2020
Q4 | $0 | Hold |
3
| – | – | ﹤0.01% | 1656 |
|
|
2020
Q3 | $0 | Hold |
3
| – | – | ﹤0.01% | 1653 |
|
|
2020
Q2 | $0 | Sell |
3
-26
| -90% | – | ﹤0.01% | 1664 |
|
|
2020
Q1 | $1K | Buy |
+29
| New | +$1K | ﹤0.01% | 1361 |
|
|
2019
Q4 | – | Sell |
-12
| Closed | -$1K | – | 1691 |
|
|
2019
Q3 | $1K | Hold |
12
| – | – | ﹤0.01% | 1403 |
|
|
2019
Q2 | $1K | Hold |
12
| – | – | ﹤0.01% | 1321 |
|
|
2019
Q1 | $1K | Hold |
12
| – | – | ﹤0.01% | 1320 |
|
|
2018
Q4 | $1K | Hold |
12
| – | – | ﹤0.01% | 1324 |
|
|
2018
Q3 | $1K | Hold |
12
| – | – | ﹤0.01% | 1336 |
|
|
2018
Q2 | $1K | Hold |
12
| – | – | ﹤0.01% | 1396 |
|
|
2018
Q1 | $1K | Hold |
12
| – | – | ﹤0.01% | 1240 |
|
|
2017
Q4 | $1K | Hold |
12
| – | – | ﹤0.01% | 1284 |
|
|
2017
Q3 | $1K | Hold |
12
| – | – | ﹤0.01% | 1217 |
|
|
2017
Q2 | $1K | Buy |
+12
| New | +$1K | ﹤0.01% | 1238 |
|