Whittier Trust’s Westlake Corp WLK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-3
| Closed | -$374 | – | 1689 |
|
|
2023
Q3 | $374 | Buy |
+3
| New | +$374 | ﹤0.01% | 1594 |
|
|
2020
Q4 | – | Sell |
-74
| Closed | -$5K | – | 1491 |
|
|
2020
Q3 | $5K | Sell |
74
-52
| -41% | -$3.51K | ﹤0.01% | 1245 |
|
|
2020
Q2 | $7K | Hold |
126
| – | – | ﹤0.01% | 1125 |
|
|
2020
Q1 | $5K | Sell |
126
-26
| -17% | -$1.03K | ﹤0.01% | 1228 |
|
|
2019
Q4 | $11K | Buy |
+152
| New | +$11K | ﹤0.01% | 1125 |
|
|
2019
Q2 | – | Sell |
-12
| Closed | -$1K | – | 1460 |
|
|
2019
Q1 | $1K | Buy |
+12
| New | +$1K | ﹤0.01% | 1355 |
|