IWA
IVC 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 |
-600
| Closed | -$237K | – | 171 |
|
|
2024
Q1 | $237K | Sell |
600
-150
| -20% | -$59.4K | 0.14% | 146 |
|
|
2023
Q4 | $264K | Hold |
750
| – | – | 0.16% | 119 |
|
|
2023
Q3 | $281K | Sell |
750
-100
| -12% | -$37.5K | 0.19% | 113 |
|
|
2023
Q2 | $325K | Sell |
850
-150
| -15% | -$57.4K | 0.21% | 108 |
|
|
2023
Q1 | $346K | Hold |
1,000
| – | – | 0.25% | 91 |
|
|
2022
Q4 | $235K | Hold |
1,000
| – | – | 0.17% | 127 |
|
|
2022
Q3 | $246K | Hold |
1,000
| – | – | 0.2% | 117 |
|
|
2022
Q2 | $302K | Hold |
1,000
| – | – | 0.23% | 107 |
|
|
2022
Q1 | $411K | Hold |
1,000
| – | – | 0.27% | 94 |
|
|
2021
Q4 | $469K | Buy |
+1,000
| New | +$469K | 0.3% | 86 |
|