USA Financial Formulas’s Westlake Corp WLK Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q3 | – | Sell |
-1,637
| Closed | -$160K | – | 428 |
|
2022
Q2 | $160K | Buy |
+1,637
| New | +$160K | 0.2% | 72 |
|
2019
Q1 | – | Sell |
-2,326
| Closed | -$193K | – | 360 |
|
2018
Q4 | $193K | Sell |
2,326
-3,214
| -58% | -$267K | 0.05% | 263 |
|
2018
Q3 | $596K | Sell |
5,540
-2,084
| -27% | -$224K | 0.15% | 103 |
|
2018
Q2 | $847K | Sell |
7,624
-56
| -0.7% | -$6.22K | 0.21% | 91 |
|
2018
Q1 | $854K | Buy |
+7,680
| New | +$854K | 0.21% | 90 |
|
2016
Q4 | – | Sell |
-20,702
| Closed | -$1.11M | – | 359 |
|
2016
Q3 | $1.11M | Sell |
20,702
-7,461
| -26% | -$399K | 0.28% | 80 |
|
2016
Q2 | $1.21M | Buy |
+28,163
| New | +$1.21M | 0.33% | 79 |
|