Valley National Advisers’s Westlake Corp WLK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-25
| Closed | -$3K | – | 1155 |
|
|
2024
Q2 | $3K | Buy |
25
+5
| +25% | +$600 | ﹤0.01% | 864 |
|
|
2024
Q1 | $3K | Hold |
20
| – | – | ﹤0.01% | 912 |
|
|
2023
Q4 | $2K | Buy |
+20
| New | +$2K | ﹤0.01% | 1000 |
|
|
2021
Q3 | – | Sell |
-34
| Closed | -$3K | – | 947 |
|
|
2021
Q2 | $3K | Hold |
34
| – | – | ﹤0.01% | 756 |
|
|
2021
Q1 | $3K | Hold |
34
| – | – | ﹤0.01% | 710 |
|
|
2020
Q4 | $3K | Hold |
34
| – | – | ﹤0.01% | 674 |
|
|
2020
Q3 | $2K | Hold |
34
| – | – | ﹤0.01% | 675 |
|
|
2020
Q2 | $2K | Buy |
+34
| New | +$2K | ﹤0.01% | 682 |
|
|
2019
Q1 | – | Sell |
-23
| Closed | -$2K | – | 827 |
|
|
2018
Q4 | $2K | Buy |
+23
| New | +$2K | ﹤0.01% | 673 |
|