Kingswood Wealth Advisors’s West Pharmaceutical WST Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-2,298
| Closed | -$690K | – | 902 |
|
|
2024
Q3 | $690K | Sell |
2,298
-169
| -7% | -$50.7K | 0.05% | 376 |
|
|
2024
Q2 | $813K | Buy |
2,467
+1
| +0% | +$329 | 0.07% | 273 |
|
|
2024
Q1 | $976K | Buy |
2,466
+103
| +4% | +$40.8K | 0.11% | 209 |
|
|
2023
Q4 | $832K | Sell |
2,363
-2,133
| -47% | -$751K | 0.09% | 234 |
|
|
2023
Q3 | $1.69M | Buy |
+4,496
| New | +$1.69M | 0.29% | 89 |
|