MorganRosel Wealth Management’s West Pharmaceutical WST Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-1,780
| Closed | -$731K | – | 100 |
|
|
2022
Q1 | $731K | Buy |
1,780
+108
| +6% | +$44.4K | 0.35% | 56 |
|
|
2021
Q4 | $784K | Buy |
+1,672
| New | +$784K | 0.38% | 54 |
|
|
2021
Q1 | – | Sell |
-2,049
| Closed | -$581K | – | 91 |
|
|
2020
Q4 | $581K | Buy |
2,049
+72
| +4% | +$20.4K | 0.41% | 51 |
|
|
2020
Q3 | $543K | Buy |
+1,977
| New | +$543K | 0.44% | 48 |
|