Worth Asset Management’s Westlake Corp WLK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-102
| Closed | -$12.1K | – | 431 |
|
|
2023
Q2 | $12.1K | Buy |
102
+1
| +1% | +$119 | 0.01% | 282 |
|
|
2023
Q1 | $11.7K | Hold |
101
| – | – | 0.01% | 307 |
|
|
2022
Q4 | $10.3K | Hold |
101
| – | – | 0.01% | 301 |
|
|
2022
Q3 | $9K | Sell |
101
-100
| -50% | -$8.91K | 0.01% | 291 |
|
|
2022
Q2 | $20K | Sell |
201
-20
| -9% | -$1.99K | 0.01% | 297 |
|
|
2022
Q1 | $28K | Buy |
+221
| New | +$28K | 0.02% | 271 |
|