Valeo 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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-25
| Closed | -$6K | – | 2096 |
|
|
2020
Q2 | $6K | Hold |
25
| – | – | ﹤0.01% | 1403 |
|
|
2020
Q1 | $4K | Buy |
25
+10
| +67% | +$1.6K | ﹤0.01% | 1326 |
|
|
2019
Q4 | $2K | Hold |
15
| – | – | ﹤0.01% | 1478 |
|
|
2019
Q3 | $2K | Hold |
15
| – | – | ﹤0.01% | 1403 |
|
|
2019
Q2 | $2K | Sell |
15
-51
| -77% | -$6.8K | ﹤0.01% | 1433 |
|
|
2019
Q1 | $7K | Sell |
66
-63
| -49% | -$6.68K | ﹤0.01% | 1060 |
|
|
2018
Q4 | $13K | Sell |
129
-5
| -4% | -$504 | ﹤0.01% | 815 |
|
|
2018
Q3 | $14K | Sell |
134
-6
| -4% | -$627 | ﹤0.01% | 873 |
|
|
2018
Q2 | $16K | Buy |
140
+22
| +19% | +$2.51K | ﹤0.01% | 829 |
|
|
2018
Q1 | $10K | Buy |
118
+14
| +13% | +$1.19K | ﹤0.01% | 928 |
|
|
2017
Q4 | $10K | Buy |
104
+93
| +845% | +$8.94K | ﹤0.01% | 842 |
|
|
2017
Q3 | $1K | Buy |
+11
| New | +$1K | ﹤0.01% | 1131 |
|