Curi Wealth Management’s West Pharmaceutical WST Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-43
| Closed | -$13K | – | 705 |
|
|
2022
Q2 | $13K | Hold |
43
| – | – | ﹤0.01% | 350 |
|
|
2022
Q1 | $17K | Sell |
43
-1
| -2% | -$395 | ﹤0.01% | 305 |
|
|
2021
Q4 | $20K | Buy |
+44
| New | +$20K | ﹤0.01% | 254 |
|
|
2021
Q1 | – | Sell |
-43
| Closed | -$12K | – | 499 |
|
|
2020
Q4 | $12K | Buy |
+43
| New | +$12K | 0.01% | 234 |
|