Support PenkeWestwood Total Return Inst
Portfolio
Holdings
| Symbol | Name | Country | Sector | Industry | Most recent quarter | % of Total Shares | % of Total Assets | Shares | Book Value | Market Price Value | Fundamental Score | |||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| CSAN.NYSE | Cosan SA ADR | USA | Energy | Oil & Gas Refining & Marketing | 2024-09-30 | 0.006 | 0.339 | 28.4k | $751k | $158.4k |
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Trades
Buys
Report date: 2023-06-30
| Trade | Current | |||||
|---|---|---|---|---|---|---|
| Symbol | Shares | % | Total | $ Range | Price | % |
| CSAN.NYSE | 29.5k | - | 383k | 11-15 | $5.57 | -50.2% |
Reduces
Report date: 2023-09-30
| Trade | Current | |||||
|---|---|---|---|---|---|---|
| Symbol | Shares | % | Total | $ Range | Price | % |
| CSAN.NYSE | -1.1k | -3.8 | -17.1k | 13-18 | $5.57 | -57.5% |
Comments
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