Kestra Private Wealth Services’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 | – | Sell |
-1,473
| Closed | -$363K | – | 998 |
|
|
2022
Q3 | $363K | Sell |
1,473
-819
| -36% | -$202K | 0.02% | 587 |
|
|
2022
Q2 | $693K | Sell |
2,292
-225
| -9% | -$68K | 0.04% | 415 |
|
|
2022
Q1 | $1.03M | Sell |
2,517
-853
| -25% | -$350K | 0.05% | 371 |
|
|
2021
Q4 | $1.58M | Buy |
3,370
+2,436
| +261% | +$1.14M | 0.08% | 282 |
|
|
2021
Q3 | $397K | Buy |
+934
| New | +$397K | 0.02% | 605 |
|