Stratos Wealth Partners’s West Pharmaceutical WST Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q2 | – | Sell |
-916
| Closed | -$362K | – | 1455 |
|
2024
Q1 | $362K | Buy |
+916
| New | +$362K | 0.01% | 1019 |
|
2022
Q3 | – | Sell |
-868
| Closed | -$263K | – | 1234 |
|
2022
Q2 | $263K | Sell |
868
-684
| -44% | -$207K | 0.01% | 988 |
|
2022
Q1 | $638K | Sell |
1,552
-227
| -13% | -$93.3K | 0.01% | 715 |
|
2021
Q4 | $835K | Sell |
1,779
-651
| -27% | -$306K | 0.02% | 615 |
|
2021
Q3 | $1.03M | Buy |
2,430
+1,389
| +133% | +$590K | 0.03% | 516 |
|
2021
Q2 | $374K | Buy |
+1,041
| New | +$374K | 0.01% | 880 |
|
2018
Q4 | – | Sell |
-54
| Closed | -$7K | – | 2518 |
|
2018
Q3 | $7K | Buy |
+54
| New | +$7K | ﹤0.01% | 2337 |
|
2018
Q2 | – | Sell |
-54
| Closed | -$5K | – | 2603 |
|
2018
Q1 | $5K | Hold |
54
| – | – | ﹤0.01% | 2625 |
|
2017
Q4 | $5K | Buy |
+54
| New | +$5K | ﹤0.01% | 2409 |
|