Plante Moran Financial Advisors’s West Pharmaceutical WST Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-15
| Closed | -$5K | – | 1108 |
|
|
2022
Q2 | $5K | Buy |
+15
| New | +$5K | ﹤0.01% | 726 |
|
|
2022
Q1 | – | Sell |
-15
| Closed | -$7K | – | 1044 |
|
|
2021
Q4 | $7K | Sell |
15
-25
| -63% | -$11.7K | ﹤0.01% | 766 |
|
|
2021
Q3 | $17K | Buy |
+40
| New | +$17K | ﹤0.01% | 600 |
|
|
2021
Q1 | – | Hold |
0
| – | – | – | 1159 |
|
|
2020
Q4 | – | Hold |
0
| – | – | – | 1038 |
|
|
2020
Q3 | – | Hold |
0
| – | – | – | 941 |
|
|
2018
Q3 | – | Sell |
-10
| Closed | -$1K | – | 850 |
|
|
2018
Q2 | $1K | Buy |
10
+4
| +67% | +$400 | ﹤0.01% | 782 |
|
|
2018
Q1 | $1K | Sell |
6
-3
| -33% | -$500 | ﹤0.01% | 922 |
|
|
2017
Q4 | $1K | Buy |
9
+3
| +50% | +$333 | ﹤0.01% | 850 |
|
|
2017
Q3 | $1K | Hold |
6
| – | – | ﹤0.01% | 786 |
|
|
2017
Q2 | $1K | Hold |
6
| – | – | ﹤0.01% | 805 |
|
|
2017
Q1 | $0 | Buy |
+6
| New | – | ﹤0.01% | 1048 |
|
|
2015
Q3 | – | Sell |
-1,000
| Closed | -$58K | – | 755 |
|
|
2015
Q2 | $58K | Buy |
+1,000
| New | +$58K | 0.04% | 270 |
|