Zacks Investment Management’s Westlake Corp WLK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-44,818
| Closed | -$4.39M | – | 661 |
|
|
2022
Q2 | $4.39M | Sell |
44,818
-41,344
| -48% | -$4.05M | 0.07% | 179 |
|
|
2022
Q1 | $10.6M | Buy |
86,162
+48,087
| +126% | +$5.93M | 0.15% | 137 |
|
|
2021
Q4 | $3.7M | Buy |
38,075
+954
| +3% | +$92.7K | 0.05% | 223 |
|
|
2021
Q3 | $3.38M | Buy |
37,121
+9,464
| +34% | +$862K | 0.05% | 222 |
|
|
2021
Q2 | $2.49M | Buy |
27,657
+604
| +2% | +$54.4K | 0.04% | 264 |
|
|
2021
Q1 | $2.4M | Buy |
27,053
+1,227
| +5% | +$109K | 0.04% | 258 |
|
|
2020
Q4 | $2.11M | Sell |
25,826
-447
| -2% | -$36.5K | 0.04% | 255 |
|
|
2020
Q3 | $1.66M | Buy |
+26,273
| New | +$1.66M | 0.03% | 248 |
|
|
2018
Q3 | – | Sell |
-19,082
| Closed | -$2.05M | – | 615 |
|
|
2018
Q2 | $2.05M | Buy |
19,082
+856
| +5% | +$92.1K | 0.04% | 274 |
|
|
2018
Q1 | $2.03M | Sell |
18,226
-2,024
| -10% | -$225K | 0.05% | 261 |
|
|
2017
Q4 | $2.16M | Buy |
20,250
+250
| +1% | +$26.6K | 0.05% | 249 |
|
|
2017
Q3 | $1.66M | Buy |
20,000
+2,307
| +13% | +$192K | 0.04% | 277 |
|
|
2017
Q2 | $1.17M | Buy |
+17,693
| New | +$1.17M | 0.03% | 332 |
|
|
2017
Q1 | – | Sell |
-7,808
| Closed | -$437K | – | 738 |
|
|
2016
Q4 | $437K | Buy |
+7,808
| New | +$437K | 0.01% | 462 |
|
|
2015
Q1 | – | Sell |
-14,920
| Closed | -$911K | – | 719 |
|
|
2014
Q4 | $911K | Buy |
14,920
+7,176
| +93% | +$438K | 0.03% | 289 |
|
|
2014
Q3 | $671K | Buy |
7,744
+807
| +12% | +$69.9K | 0.02% | 335 |
|
|
2014
Q2 | $581K | Sell |
6,937
-6,159
| -47% | -$516K | 0.02% | 392 |
|
|
2014
Q1 | $867K | Buy |
+13,096
| New | +$867K | 0.03% | 283 |
|
|
2013
Q4 | – | Sell |
-8,542
| Closed | -$447K | – | 753 |
|
|
2013
Q3 | $447K | Sell |
8,542
-294
| -3% | -$15.4K | 0.02% | 377 |
|
|
2013
Q2 | $426K | Buy |
+8,836
| New | +$426K | 0.02% | 362 |
|