Rothschild Investment LLC’s West Corporation WSTC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | – | Sell |
-33,850
| Closed | -$827K | – | 497 |
|
|
2017
Q1 | $827K | Sell |
33,850
-27,350
| -45% | -$668K | 0.1% | 212 |
|
|
2016
Q4 | $1.52M | Sell |
61,200
-5,000
| -8% | -$124K | 0.18% | 138 |
|
|
2016
Q3 | $1.46M | Sell |
66,200
-7,500
| -10% | -$166K | 0.18% | 135 |
|
|
2016
Q2 | $1.45M | Sell |
73,700
-400
| -0.5% | -$7.86K | 0.18% | 131 |
|
|
2016
Q1 | $1.69M | Buy |
74,100
+1,000
| +1% | +$22.8K | 0.22% | 114 |
|
|
2015
Q4 | $1.58M | Sell |
73,100
-5,220
| -7% | -$113K | 0.2% | 116 |
|
|
2015
Q3 | $1.75M | Buy |
78,320
+250
| +0.3% | +$5.6K | 0.23% | 106 |
|
|
2015
Q2 | $2.35M | Buy |
78,070
+10,470
| +15% | +$315K | 0.27% | 96 |
|
|
2015
Q1 | $2.28M | Buy |
67,600
+13,200
| +24% | +$445K | 0.27% | 97 |
|
|
2014
Q4 | $1.8M | Sell |
54,400
-200
| -0.4% | -$6.6K | 0.21% | 109 |
|
|
2014
Q3 | $1.61M | Sell |
54,600
-900
| -2% | -$26.5K | 0.2% | 124 |
|
|
2014
Q2 | $1.49M | Hold |
55,500
| – | – | 0.19% | 128 |
|
|
2014
Q1 | $1.33M | Sell |
55,500
-800
| -1% | -$19.1K | 0.18% | 130 |
|
|
2013
Q4 | $1.45M | Buy |
56,300
+900
| +2% | +$23.1K | 0.2% | 117 |
|
|
2013
Q3 | $1.23M | Buy |
55,400
+6,270
| +13% | +$139K | 0.18% | 118 |
|
|
2013
Q2 | $1.09M | Buy |
+49,130
| New | +$1.09M | 0.18% | 123 |
|