TCI Wealth Advisors’s West Pharmaceutical WST Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-36
| Closed | -$12.5K | – | 2260 |
|
|
2023
Q1 | $12.5K | Hold |
36
| – | – | ﹤0.01% | 948 |
|
|
2022
Q4 | $8.47K | Sell |
36
-14
| -28% | -$3.3K | ﹤0.01% | 1182 |
|
|
2022
Q3 | $12K | Buy |
50
+2
| +4% | +$480 | ﹤0.01% | 937 |
|
|
2022
Q2 | $15K | Sell |
48
-22
| -31% | -$6.88K | ﹤0.01% | 784 |
|
|
2022
Q1 | $29K | Buy |
70
+2
| +3% | +$829 | ﹤0.01% | 554 |
|
|
2021
Q4 | $32K | Buy |
68
+2
| +3% | +$941 | ﹤0.01% | 524 |
|
|
2021
Q3 | $28K | Buy |
66
+1
| +2% | +$424 | ﹤0.01% | 551 |
|
|
2021
Q2 | $23K | Buy |
65
+24
| +59% | +$8.49K | ﹤0.01% | 559 |
|
|
2021
Q1 | $12K | Buy |
41
+12
| +41% | +$3.51K | 0.01% | 765 |
|
|
2020
Q4 | $8K | Buy |
29
+9
| +45% | +$2.48K | ﹤0.01% | 701 |
|
|
2020
Q3 | $5K | Hold |
20
| – | – | ﹤0.01% | 781 |
|
|
2020
Q2 | $5K | Hold |
20
| – | – | ﹤0.01% | 752 |
|
|
2020
Q1 | $3K | Buy |
20
+4
| +25% | +$600 | ﹤0.01% | 927 |
|
|
2019
Q4 | $2K | Hold |
16
| – | – | ﹤0.01% | 1224 |
|
|
2019
Q3 | $2K | Buy |
16
+6
| +60% | +$750 | ﹤0.01% | 1165 |
|
|
2019
Q2 | $1K | Hold |
10
| – | – | ﹤0.01% | 1323 |
|
|
2019
Q1 | $1K | Hold |
10
| – | – | ﹤0.01% | 1323 |
|
|
2018
Q4 | $1K | Sell |
10
-11
| -52% | -$1.1K | ﹤0.01% | 1327 |
|
|
2018
Q3 | $3K | Buy |
21
+11
| +110% | +$1.57K | ﹤0.01% | 955 |
|
|
2018
Q2 | $1K | Buy |
+10
| New | +$1K | ﹤0.01% | 1397 |
|