BFA
BMS Financial Advisors’s West Pharmaceutical WST Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-1,389
| Closed | -$342K | – | 116 |
|
|
2022
Q3 | $342K | Sell |
1,389
-37
| -3% | -$9.11K | 0.24% | 83 |
|
|
2022
Q2 | $431K | Sell |
1,426
-317
| -18% | -$95.8K | 0.28% | 65 |
|
|
2022
Q1 | $716K | Buy |
1,743
+93
| +6% | +$38.2K | 0.46% | 41 |
|
|
2021
Q4 | $774K | Buy |
+1,650
| New | +$774K | 0.49% | 34 |
|