SW
SkyOak Wealth’s West Pharmaceutical WST Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-845
| Closed | -$298K | – | 272 |
|
|
2023
Q4 | $298K | Sell |
845
-4
| -0.5% | -$1.41K | 0.08% | 183 |
|
|
2023
Q3 | $319K | Sell |
849
-121
| -12% | -$45.4K | 0.09% | 155 |
|
|
2023
Q2 | $371K | Buy |
970
+34
| +4% | +$13K | 0.1% | 144 |
|
|
2023
Q1 | $324K | Buy |
+936
| New | +$324K | 0.1% | 157 |
|