Axxcess Wealth Management’s West Pharmaceutical WST Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-622
| Closed | -$233K | – | 942 |
|
|
2023
Q3 | $233K | Sell |
622
-178
| -22% | -$66.8K | 0.01% | 676 |
|
|
2023
Q2 | $306K | Buy |
+800
| New | +$306K | 0.02% | 445 |
|
|
2022
Q2 | – | Sell |
-2,015
| Closed | -$828K | – | 678 |
|
|
2022
Q1 | $828K | Sell |
2,015
-119
| -6% | -$48.9K | 0.06% | 249 |
|
|
2021
Q4 | $1M | Buy |
+2,134
| New | +$1M | 0.07% | 211 |
|