YorkBridge 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $267K | Buy |
1,133
+142
| +14% | +$33.4K | 0.07% | 213 |
|
|
2022
Q3 | $244K | Buy |
991
+38
| +4% | +$9.36K | 0.06% | 236 |
|
|
2022
Q2 | $288K | Buy |
953
+4
| +0.4% | +$1.21K | 0.08% | 204 |
|
|
2022
Q1 | $390K | Sell |
949
-34
| -3% | -$14K | 0.09% | 182 |
|
|
2021
Q4 | $461K | Buy |
983
+10
| +1% | +$4.69K | 0.1% | 156 |
|
|
2021
Q3 | $413K | Sell |
973
-118
| -11% | -$50.1K | 0.1% | 153 |
|
|
2021
Q2 | $392K | Buy |
1,091
+6
| +0.6% | +$2.16K | 0.1% | 157 |
|
|
2021
Q1 | $306K | Buy |
+1,085
| New | +$306K | 0.09% | 190 |
|
|
2017
Q1 | – | Sell |
-22
| Closed | -$2K | – | 927 |
|
|
2016
Q4 | $2K | Buy |
+22
| New | +$2K | ﹤0.01% | 781 |
|