Westover Capital Advisors’s Westlake Corp WLK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-2,555
| Closed | -$293K | – | 256 |
|
|
2024
Q4 | $293K | Sell |
2,555
-262
| -9% | -$30K | 0.06% | 192 |
|
|
2024
Q3 | $423K | Sell |
2,817
-30
| -1% | -$4.51K | 0.08% | 165 |
|
|
2024
Q2 | $412K | Sell |
2,847
-184
| -6% | -$26.6K | 0.11% | 149 |
|
|
2024
Q1 | $463K | Sell |
3,031
-295
| -9% | -$45.1K | 0.14% | 118 |
|
|
2023
Q4 | $466K | Sell |
3,326
-104
| -3% | -$14.6K | 0.15% | 107 |
|
|
2023
Q3 | $428K | Sell |
3,430
-43
| -1% | -$5.36K | 0.15% | 109 |
|
|
2023
Q2 | $415K | Sell |
3,473
-87
| -2% | -$10.4K | 0.14% | 112 |
|
|
2023
Q1 | $413K | Sell |
3,560
-17
| -0.5% | -$1.97K | 0.15% | 109 |
|
|
2022
Q4 | $367K | Buy |
+3,577
| New | +$367K | 0.15% | 99 |
|