Winch Advisory Services’s Westlake Corp WLK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-2,897
| Closed | -$201K | – | 436 |
|
|
2019
Q2 | $201K | Sell |
2,897
-130
| -4% | -$9.02K | 0.1% | 62 |
|
|
2019
Q1 | $205K | Sell |
3,027
-42
| -1% | -$2.84K | 0.11% | 72 |
|
|
2018
Q4 | $203K | Sell |
3,069
-1,042
| -25% | -$68.9K | 0.11% | 65 |
|
|
2018
Q3 | $342K | Buy |
4,111
+56
| +1% | +$4.66K | 0.17% | 66 |
|
|
2018
Q2 | $436K | Buy |
4,055
+1,475
| +57% | +$159K | 0.24% | 64 |
|
|
2018
Q1 | $287K | Buy |
+2,580
| New | +$287K | 0.17% | 65 |
|