Concord 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-10
| Closed | -$3.75K | – | 1037 |
|
|
2023
Q3 | $3.75K | Hold |
10
| – | – | ﹤0.01% | 765 |
|
|
2023
Q2 | $3.83K | Buy |
+10
| New | +$3.83K | ﹤0.01% | 759 |
|
|
2023
Q1 | – | Sell |
-10
| Closed | -$2.35K | – | 1247 |
|
|
2022
Q4 | $2.35K | Buy |
+10
| New | +$2.35K | ﹤0.01% | 907 |
|
|
2022
Q3 | – | Sell |
-13
| Closed | -$4K | – | 1172 |
|
|
2022
Q2 | $4K | Buy |
13
+3
| +30% | +$923 | ﹤0.01% | 901 |
|
|
2022
Q1 | $4K | Buy |
+10
| New | +$4K | ﹤0.01% | 990 |
|