FSWA
Financial Synergies Wealth Advisors’s West Pharmaceutical WST Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-4
| Closed | -$1.58K | – | 485 |
|
|
2024
Q1 | $1.58K | Hold |
4
| – | – | ﹤0.01% | 351 |
|
|
2023
Q4 | $942 | Hold |
4
| – | – | ﹤0.01% | 334 |
|
|
2023
Q3 | $1.5K | Hold |
4
| – | – | ﹤0.01% | 334 |
|
|
2023
Q2 | $1.53K | Hold |
4
| – | – | ﹤0.01% | 320 |
|
|
2023
Q1 | $1.39K | Hold |
4
| – | – | ﹤0.01% | 344 |
|
|
2022
Q4 | $942 | Sell |
4
-1
| -20% | -$236 | ﹤0.01% | 334 |
|
|
2022
Q3 | $1.23K | Buy |
+5
| New | +$1.23K | ﹤0.01% | 271 |
|