Lenox 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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-98
| Closed | -$15K | – | 809 |
|
|
2020
Q1 | $15K | Buy |
+98
| New | +$15K | ﹤0.01% | 307 |
|
|
2019
Q2 | – | Sell |
-78
| Closed | -$9K | – | 584 |
|
|
2019
Q1 | $9K | Buy |
78
+51
| +189% | +$5.89K | ﹤0.01% | 287 |
|
|
2018
Q4 | $3K | Hold |
27
| – | – | ﹤0.01% | 326 |
|
|
2018
Q3 | $3K | Sell |
27
-150
| -85% | -$16.7K | ﹤0.01% | 347 |
|
|
2018
Q2 | $18K | Buy |
177
+129
| +269% | +$13.1K | ﹤0.01% | 277 |
|
|
2018
Q1 | $4K | Buy |
48
+21
| +78% | +$1.75K | ﹤0.01% | 438 |
|
|
2017
Q4 | $3K | Buy |
+27
| New | +$3K | ﹤0.01% | 302 |
|