TFO Wealth Partners’s Westlake Corp WLK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-2
| Closed | -$306 | – | 749 |
|
|
2024
Q1 | $306 | Hold |
2
| – | – | ﹤0.01% | 396 |
|
|
2023
Q4 | $280 | Hold |
2
| – | – | ﹤0.01% | 537 |
|
|
2023
Q3 | $239 | Hold |
2
| – | – | ﹤0.01% | 739 |
|
|
2023
Q2 | $239 | Hold |
2
| – | – | ﹤0.01% | 460 |
|
|
2023
Q1 | $232 | Sell |
2
-1
| -33% | -$116 | ﹤0.01% | 440 |
|
|
2022
Q4 | $376 | Buy |
+3
| New | +$376 | ﹤0.01% | 524 |
|