Herold Advisors’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 |
-807
| Closed | -$244K | – | 198 |
|
|
2022
Q2 | $244K | Buy |
807
+102
| +14% | +$30.8K | 0.11% | 169 |
|
|
2022
Q1 | $290K | Buy |
+705
| New | +$290K | 0.1% | 165 |
|
|
2021
Q4 | – | Sell |
-100
| Closed | -$42K | – | 652 |
|
|
2021
Q3 | $42K | Buy |
+100
| New | +$42K | 0.02% | 404 |
|