United Capital Financial Advisors’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 |
-1,332
| Closed | -$204K | – | 1113 |
|
|
2024
Q1 | $204K | Buy |
+1,332
| New | +$204K | ﹤0.01% | 1008 |
|
|
2015
Q4 | – | Sell |
-7,998
| Closed | -$415K | – | 1293 |
|
|
2015
Q3 | $415K | Buy |
7,998
+1,962
| +33% | +$102K | 0.01% | 955 |
|
|
2015
Q2 | $414K | Buy |
6,036
+547
| +10% | +$37.5K | ﹤0.01% | 981 |
|
|
2015
Q1 | $428K | Buy |
5,489
+1,943
| +55% | +$152K | 0.01% | 953 |
|
|
2014
Q4 | $217K | Sell |
3,546
-1,324
| -27% | -$81K | ﹤0.01% | 1079 |
|
|
2014
Q3 | $422K | Buy |
+4,870
| New | +$422K | 0.01% | 835 |
|