CFM Wealth Partners’s West Pharmaceutical WST Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-951
| Closed | -$391K | – | 187 |
|
|
2022
Q1 | $391K | Hold |
951
| – | – | 0.09% | 132 |
|
|
2021
Q4 | $424K | Hold |
951
| – | – | 0.09% | 123 |
|
|
2021
Q3 | $403K | Hold |
951
| – | – | 0.1% | 122 |
|
|
2021
Q2 | $342K | Buy |
951
+2
| +0.2% | +$719 | 0.09% | 127 |
|
|
2021
Q1 | $267K | Sell |
949
-76
| -7% | -$21.4K | 0.08% | 137 |
|
|
2020
Q4 | $290K | Sell |
1,025
-19
| -2% | -$5.38K | 0.09% | 119 |
|
|
2020
Q3 | $286K | Sell |
1,044
-276
| -21% | -$75.6K | 0.1% | 116 |
|
|
2020
Q2 | $299K | Sell |
1,320
-89
| -6% | -$20.2K | 0.11% | 110 |
|
|
2020
Q1 | $215K | Hold |
1,409
| – | – | 0.1% | 121 |
|
|
2019
Q4 | $223K | Buy |
+1,409
| New | +$223K | 0.08% | 139 |
|