Berman Capital Advisors’s West Pharmaceutical WST Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $188K | Buy |
444
+18
| +4% | +$7.62K | 0.03% | 279 |
|
|
2021
Q2 | $153K | Buy |
426
+17
| +4% | +$6.11K | 0.02% | 280 |
|
|
2021
Q1 | $115K | Buy |
409
+97
| +31% | +$27.3K | 0.02% | 275 |
|
|
2020
Q4 | $88K | Buy |
312
+3
| +1% | +$846 | 0.02% | 276 |
|
|
2020
Q3 | $84K | Hold |
309
| – | – | 0.02% | 250 |
|
|
2020
Q2 | $70K | Buy |
309
+9
| +3% | +$2.04K | 0.02% | 274 |
|
|
2020
Q1 | $45K | Hold |
300
| – | – | 0.01% | 313 |
|
|
2019
Q4 | $45K | Hold |
300
| – | – | 0.01% | 341 |
|
|
2019
Q3 | $42K | Hold |
300
| – | – | 0.01% | 341 |
|
|
2019
Q2 | $37K | Hold |
300
| – | – | 0.01% | 364 |
|
|
2019
Q1 | $33K | Buy |
300
+20
| +7% | +$2.2K | 0.01% | 350 |
|
|
2018
Q4 | $27K | Buy |
+280
| New | +$27K | 0.01% | 330 |
|