Advisory Services Network’s Westar Energy Inc WR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q2 | – | Sell |
-2,886
| Closed | -$152K | – | 2859 |
|
|
2018
Q1 | $152K | Buy |
2,886
+330
| +13% | +$16.7K | 0.01% | 877 |
|
|
2017
Q4 | $135K | Hold |
2,556
| – | – | 0.01% | 891 |
|
|
2017
Q3 | $127K | Hold |
2,556
| – | – | 0.01% | 788 |
|
|
2017
Q2 | $136K | Hold |
2,556
| – | – | 0.02% | 741 |
|
|
2017
Q1 | $139K | Buy |
+2,556
| New | +$139K | 0.02% | 713 |
|
|
2016
Q3 | $157K | Buy |
2,761
+161
| +6% | +$8.91K | 0.03% | 572 |
|
|
2016
Q2 | $146K | Buy |
2,600
+100
| +4% | +$5.29K | 0.03% | 519 |
|
|
2016
Q1 | $124K | Hold |
2,500
| – | – | 0.03% | 469 |
|
|
2015
Q4 | $106K | Hold |
2,500
| – | – | 0.03% | 429 |
|
|
2015
Q3 | $96K | Hold |
2,500
| – | – | 0.03% | 404 |
|
|
2015
Q2 | $87K | Hold |
2,500
| – | – | 0.03% | 409 |
|
|
2015
Q1 | $99K | Buy |
+2,500
| New | +$101K | 0.03% | 389 |
|
Other funds holding WR
N
LTFS
OSNBOA
AW