Rothschild & Co Asset Management US’s Westar Energy Inc WR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | – | Sell |
-54,572
| Closed | -$2.89M | – | 589 |
|
|
2017
Q2 | $2.89M | Buy |
54,572
+24,828
| +83% | +$1.32M | 0.03% | 308 |
|
|
2017
Q1 | $1.61M | Buy |
29,744
+9,772
| +49% | +$530K | 0.02% | 339 |
|
|
2016
Q4 | $1.13M | Buy |
19,972
+7,485
| +60% | +$422K | 0.01% | 380 |
|
|
2016
Q3 | $709K | Buy |
12,487
+4,591
| +58% | +$261K | 0.01% | 370 |
|
|
2016
Q2 | $443K | Buy |
7,896
+724
| +10% | +$40.6K | 0.01% | 437 |
|
|
2016
Q1 | $356K | Buy |
+7,172
| New | +$356K | 0.01% | 409 |
|