West Oak Capital’s Versum Materials, Inc. VSM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
-175
| Closed | -$9K | – | 317 |
|
|
2019
Q3 | $9K | Sell |
175
-400
| -70% | -$20.6K | 0.01% | 247 |
|
|
2019
Q2 | $30K | Hold |
575
| – | – | 0.02% | 208 |
|
|
2019
Q1 | $29K | Hold |
575
| – | – | 0.02% | 198 |
|
|
2018
Q4 | $15.9K | Hold |
575
| – | – | 0.01% | 218 |
|
|
2018
Q3 | $20.7K | Hold |
575
| – | – | 0.01% | 230 |
|
|
2018
Q2 | $21.4K | Sell |
575
-175
| -23% | -$6.5K | 0.01% | 221 |
|
|
2018
Q1 | $28.2K | Hold |
750
| – | – | 0.02% | 210 |
|
|
2017
Q4 | $28.4K | Hold |
750
| – | – | 0.02% | 193 |
|
|
2017
Q3 | $29.1K | Sell |
750
-1,036
| -58% | -$40.2K | 0.02% | 212 |
|
|
2017
Q2 | $58K | Sell |
1,786
-676
| -27% | -$22K | 0.04% | 178 |
|
|
2017
Q1 | $75.3K | Sell |
2,462
-3,907
| -61% | -$120K | 0.05% | 157 |
|
|
2016
Q4 | $179K | Buy |
+6,369
| New | +$179K | 0.12% | 121 |
|