Cerity Partners’s Westrock Coffee WEST Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-10,442
| Closed | -$67.9K | – | 2614 |
|
|
2024
Q3 | $67.9K | Buy |
10,442
+364
| +4% | +$2.37K | ﹤0.01% | 2464 |
|
|
2024
Q2 | $103K | Sell |
10,078
-1,502
| -13% | -$15.4K | ﹤0.01% | 2105 |
|
|
2024
Q1 | $119K | Buy |
11,580
+405
| +4% | +$4.18K | ﹤0.01% | 2183 |
|
|
2023
Q4 | $114K | Buy |
+11,175
| New | +$114K | ﹤0.01% | 1770 |
|