CWA
Cypress Wealth Advisors’s West Pharmaceutical WST Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | – | Sell |
-4,847
| Closed | -$396K | – | 182 |
|
|
2017
Q1 | $396K | Hold |
4,847
| – | – | 0.18% | 115 |
|
|
2016
Q4 | $411K | Hold |
4,847
| – | – | 0.19% | 109 |
|
|
2016
Q3 | $361K | Hold |
4,847
| – | – | 0.16% | 123 |
|
|
2016
Q2 | $368K | Hold |
4,847
| – | – | 0.18% | 112 |
|
|
2016
Q1 | $336K | Hold |
4,847
| – | – | 0.15% | 122 |
|
|
2015
Q4 | $292K | Hold |
4,847
| – | – | 0.15% | 128 |
|
|
2015
Q3 | $262K | Hold |
4,847
| – | – | 0.14% | 142 |
|
|
2015
Q2 | $282K | Buy |
+4,847
| New | +$282K | 0.17% | 117 |
|