Truvvo Partners’s West Pharmaceutical WST Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | – | Sell |
-4,728
| Closed | -$467K | – | 123 |
|
|
2017
Q4 | $467K | Sell |
4,728
-4,119
| -47% | -$407K | 0.16% | 100 |
|
|
2017
Q3 | $852K | Buy |
8,847
+863
| +11% | +$83.1K | 0.28% | 74 |
|
|
2017
Q2 | $754K | Buy |
7,984
+1,297
| +19% | +$122K | 0.27% | 79 |
|
|
2017
Q1 | $546K | Sell |
6,687
-428
| -6% | -$34.9K | 0.24% | 80 |
|
|
2016
Q4 | $604 | Buy |
7,115
+727
| +11% | +$62 | 0.21% | 81 |
|
|
2016
Q3 | $476K | Buy |
6,388
+2,299
| +56% | +$171K | 0.21% | 90 |
|
|
2016
Q2 | $310K | Hold |
4,089
| – | – | 0.16% | 110 |
|
|
2016
Q1 | $283K | Buy |
+4,089
| New | +$283K | 0.13% | 116 |
|