LPL Financial’s Westrock Coffee WEST Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-49,800
| Closed | -$508K | – | 4940 |
|
|
2023
Q4 | $508K | Sell |
49,800
-1,900
| -4% | -$19.4K | ﹤0.01% | 3611 |
|
|
2023
Q3 | $458K | Sell |
51,700
-1,600
| -3% | -$14.2K | ﹤0.01% | 3532 |
|
|
2023
Q2 | $579K | Buy |
53,300
+8,000
| +18% | +$87K | ﹤0.01% | 3287 |
|
|
2023
Q1 | $554K | Sell |
45,300
-3,400
| -7% | -$41.6K | ﹤0.01% | 3224 |
|
|
2022
Q4 | $651K | Sell |
48,700
-910
| -2% | -$12.2K | ﹤0.01% | 3017 |
|
|
2022
Q3 | $512K | Buy |
+49,610
| New | +$512K | ﹤0.01% | 3115 |
|