Baird Financial Group’s OR Royalties Inc. OR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-167,709
| Closed | -$1.97M | – | 1780 |
|
|
2023
Q3 | $1.97M | Sell |
167,709
-1,314
| -0.8% | -$15.4K | 0.01% | 912 |
|
|
2023
Q2 | $2.6M | Buy |
169,023
+32,467
| +24% | +$499K | 0.01% | 830 |
|
|
2023
Q1 | $2.16M | Buy |
+136,556
| New | +$2.16M | 0.01% | 861 |
|
|
2019
Q4 | – | Sell |
-31,702
| Closed | -$295K | – | 1539 |
|
|
2019
Q3 | $295K | Buy |
+31,702
| New | +$295K | ﹤0.01% | 1320 |
|
|
2018
Q3 | – | Sell |
-146,872
| Closed | -$1.39M | – | 1353 |
|
|
2018
Q2 | $1.39M | Buy |
146,872
+19,317
| +15% | +$183K | 0.01% | 747 |
|
|
2018
Q1 | $1.23M | Buy |
127,555
+61,805
| +94% | +$597K | 0.01% | 771 |
|
|
2017
Q4 | $760K | Sell |
65,750
-13,085
| -17% | -$151K | 0.01% | 893 |
|
|
2017
Q3 | $1.02M | Buy |
+78,835
| New | +$1.02M | 0.01% | 787 |
|