Williams Jones Wealth Management’s Westlake Chemical Partners WLKP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-10,000
| Closed | -$217K | – | 570 |
|
|
2023
Q2 | $217K | Sell |
10,000
-4,000
| -29% | -$86.8K | ﹤0.01% | 473 |
|
|
2023
Q1 | $308K | Hold |
14,000
| – | – | ﹤0.01% | 440 |
|
|
2022
Q4 | $329K | Hold |
14,000
| – | – | 0.01% | 426 |
|
|
2022
Q3 | $301K | Hold |
14,000
| – | – | 0.01% | 442 |
|
|
2022
Q2 | $349K | Buy |
14,000
+2,000
| +17% | +$49.9K | 0.01% | 425 |
|
|
2022
Q1 | $325K | Sell |
12,000
-6,000
| -33% | -$163K | ﹤0.01% | 409 |
|
|
2021
Q4 | $483K | Hold |
18,000
| – | – | 0.01% | 338 |
|
|
2021
Q3 | $438K | Hold |
18,000
| – | – | 0.01% | 339 |
|
|
2021
Q2 | $485K | Hold |
18,000
| – | – | 0.01% | 326 |
|
|
2021
Q1 | $432K | Buy |
18,000
+3,000
| +20% | +$72K | 0.01% | 329 |
|
|
2020
Q4 | $358K | Buy |
15,000
+1,000
| +7% | +$23.9K | 0.01% | 338 |
|
|
2020
Q3 | $263K | Buy |
+14,000
| New | +$263K | ﹤0.01% | 353 |
|