Wealthspire Advisors (Maryland)’s Westlake Corp WLK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-123
| Closed | -$8K | – | 2086 |
|
|
2019
Q1 | $8K | Buy |
123
+3
| +3% | +$195 | ﹤0.01% | 1642 |
|
|
2018
Q4 | $8K | Buy |
120
+94
| +362% | +$6.27K | ﹤0.01% | 1574 |
|
|
2018
Q3 | $2K | Sell |
26
-12
| -32% | -$923 | ﹤0.01% | 2206 |
|
|
2018
Q2 | $4K | Buy |
38
+4
| +12% | +$421 | ﹤0.01% | 1917 |
|
|
2018
Q1 | $4K | Sell |
34
-65
| -66% | -$7.65K | ﹤0.01% | 1943 |
|
|
2017
Q4 | $11K | Buy |
99
+14
| +16% | +$1.56K | ﹤0.01% | 1565 |
|
|
2017
Q3 | $7K | Sell |
85
-6
| -7% | -$494 | ﹤0.01% | 1703 |
|
|
2017
Q2 | $6K | Buy |
+91
| New | +$6K | ﹤0.01% | 1729 |
|
|
2016
Q1 | – | Sell |
-386
| Closed | -$21K | – | 1858 |
|
|
2015
Q4 | $21K | Buy |
+386
| New | +$21K | ﹤0.01% | 958 |
|