V Wealth Advisors’s Westlake Corp WLK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-8,500
| Closed | -$1.02M | – | 370 |
|
|
2023
Q2 | $1.02M | Sell |
8,500
-160
| -2% | -$19.1K | 0.17% | 115 |
|
|
2023
Q1 | $1M | Sell |
8,660
-906
| -9% | -$105K | 0.19% | 119 |
|
|
2022
Q4 | $981K | Sell |
9,566
-3,745
| -28% | -$384K | 0.2% | 114 |
|
|
2022
Q3 | $1.16M | Hold |
13,311
| – | – | 0.23% | 99 |
|
|
2022
Q2 | $1.31M | Buy |
13,311
+488
| +4% | +$47.8K | 0.25% | 100 |
|
|
2022
Q1 | $1.58M | Buy |
+12,823
| New | +$1.58M | 0.25% | 96 |
|