Heritage Wealth Management (Arizona)’s West Pharmaceutical WST Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $546K | Buy |
2,318
+1,128
| +95% | +$265K | 0.08% | 196 |
|
|
2022
Q3 | $293K | Sell |
1,190
-3
| -0.3% | -$739 | 0.09% | 158 |
|
|
2022
Q2 | $361K | Hold |
1,193
| – | – | 0.12% | 127 |
|
|
2022
Q1 | $490K | Buy |
+1,193
| New | +$490K | 0.13% | 119 |
|
|
2021
Q3 | $482K | Sell |
1,135
-136
| -11% | -$57.8K | 0.17% | 93 |
|
|
2021
Q2 | $456K | Buy |
+1,271
| New | +$456K | 0.17% | 96 |
|