KWM
Kolinsky Wealth Management’s West Pharmaceutical WST Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-520
| Closed | -$206K | – | 163 |
|
|
2024
Q1 | $206K | Buy |
+520
| New | +$206K | 0.16% | 136 |
|
|
2023
Q4 | – | Sell |
-554
| Closed | -$208K | – | 146 |
|
|
2023
Q3 | $208K | Buy |
554
+13
| +2% | +$4.88K | 0.21% | 125 |
|
|
2023
Q2 | $204K | Buy |
+541
| New | +$204K | 0.19% | 133 |
|
|
2022
Q1 | – | Sell |
-494
| Closed | -$232K | – | 166 |
|
|
2021
Q4 | $232K | Buy |
+494
| New | +$232K | 0.21% | 124 |
|