True Wealth Design’s Westlake Corp WLK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $456 | Sell |
6
-46
| -88% | -$3.5K | ﹤0.01% | 1783 |
|
|
2025
Q1 | $5.2K | Buy |
52
+48
| +1,200% | +$4.8K | ﹤0.01% | 674 |
|
|
2024
Q4 | $459 | Sell |
4
-2
| -33% | -$230 | ﹤0.01% | 1110 |
|
|
2024
Q3 | $902 | Hold |
6
| – | – | ﹤0.01% | 995 |
|
|
2024
Q2 | $869 | Buy |
6
+1
| +20% | +$145 | ﹤0.01% | 538 |
|
|
2024
Q1 | $764 | Buy |
5
+2
| +67% | +$306 | ﹤0.01% | 529 |
|
|
2023
Q4 | $420 | Hold |
3
| – | – | ﹤0.01% | 513 |
|
|
2023
Q3 | $375 | Hold |
3
| – | – | ﹤0.01% | 498 |
|
|
2023
Q2 | $359 | Hold |
3
| – | – | ﹤0.01% | 533 |
|
|
2023
Q1 | $348 | Hold |
3
| – | – | ﹤0.01% | 609 |
|
|
2022
Q4 | $308 | Buy |
+3
| New | +$308 | ﹤0.01% | 575 |
|