Advisor Group’s Westar Energy Inc WR Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2018
Q2 | – | Sell |
-6,341
| Closed | -$333K | – | 5217 |
|
2018
Q1 | $333K | Sell |
6,341
-143
| -2% | -$7.51K | ﹤0.01% | 1613 |
|
2017
Q4 | $342K | Buy |
6,484
+318
| +5% | +$16.8K | ﹤0.01% | 1602 |
|
2017
Q3 | $306K | Sell |
6,166
-339
| -5% | -$16.8K | ﹤0.01% | 1520 |
|
2017
Q2 | $346K | Sell |
6,505
-950
| -13% | -$50.5K | 0.01% | 1381 |
|
2017
Q1 | $404K | Sell |
7,455
-4,652
| -38% | -$252K | 0.01% | 1203 |
|
2016
Q4 | $682K | Buy |
12,107
+3,151
| +35% | +$177K | 0.02% | 838 |
|
2016
Q3 | $509K | Buy |
8,956
+580
| +7% | +$33K | 0.01% | 970 |
|
2016
Q2 | $467K | Buy |
+8,376
| New | +$467K | 0.01% | 952 |
|