AIM
WR
Advantage Investment Management’s Westar Energy Inc WR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q2 | – | Sell |
-2,552
| Closed | -$134K | – | 1088 |
|
|
2018
Q1 | $134K | Hold |
2,552
| – | – | 0.05% | 203 |
|
|
2017
Q4 | $135K | Hold |
2,552
| – | – | 0.04% | 220 |
|
|
2017
Q3 | $127K | Sell |
2,552
-72
| -3% | -$3.58K | 0.04% | 216 |
|
|
2017
Q2 | $139K | Hold |
2,624
| – | – | 0.05% | 197 |
|
|
2017
Q1 | $142K | Buy |
+2,624
| New | +$142K | 0.06% | 180 |
|
|
2016
Q4 | – | Sell |
-3,563
| Closed | -$202K | – | 1052 |
|
|
2016
Q3 | $202K | Hold |
3,563
| – | – | 0.07% | 135 |
|
|
2016
Q2 | $200K | Hold |
3,563
| – | – | 0.09% | 131 |
|
|
2016
Q1 | $177K | Hold |
3,563
| – | – | 0.08% | 144 |
|
|
2015
Q4 | $151K | Hold |
3,563
| – | – | 0.08% | 164 |
|
|
2015
Q3 | $137K | Hold |
3,563
| – | – | 0.08% | 154 |
|
|
2015
Q2 | $122K | Hold |
3,563
| – | – | 0.06% | 206 |
|
|
2015
Q1 | $138K | Buy |
+3,563
| New | +$138K | 0.08% | 180 |
|