Moody Aldrich Partners’s West Pharmaceutical WST Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-1,146
| Closed | -$323K | – | 198 |
|
|
2021
Q1 | $323K | Buy |
1,146
+176
| +18% | +$49.6K | 0.05% | 152 |
|
|
2020
Q4 | $275K | Sell |
970
-6
| -0.6% | -$1.7K | 0.04% | 152 |
|
|
2020
Q3 | $268K | Sell |
976
-268
| -22% | -$73.6K | 0.06% | 136 |
|
|
2020
Q2 | $283K | Sell |
1,244
-533
| -30% | -$121K | 0.06% | 140 |
|
|
2020
Q1 | $271K | Sell |
1,777
-6
| -0.3% | -$915 | 0.08% | 122 |
|
|
2019
Q4 | $268K | Buy |
+1,783
| New | +$268K | 0.06% | 133 |
|
|
2019
Q3 | – | Sell |
-2,411
| Closed | -$302K | – | 141 |
|
|
2019
Q2 | $302K | Buy |
+2,411
| New | +$302K | 0.08% | 113 |
|
|
2018
Q4 | – | Sell |
-1,817
| Closed | -$224K | – | 113 |
|
|
2018
Q3 | $224K | Buy |
+1,817
| New | +$224K | 0.06% | 98 |
|