Albion Financial Group’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 |
-29,270
| Closed | -$1.54M | – | 198 |
|
|
2018
Q1 | $1.54M | Hold |
29,270
| – | – | 0.24% | 73 |
|
|
2017
Q4 | $1.54M | Sell |
29,270
-425
| -1% | -$22.9K | 0.24% | 71 |
|
|
2017
Q3 | $1.47M | Hold |
29,695
| – | – | 0.23% | 74 |
|
|
2017
Q2 | $1.57M | Hold |
29,695
| – | – | 0.26% | 64 |
|
|
2017
Q1 | $1.61M | Sell |
29,695
-4,744
| -14% | -$258K | 0.24% | 62 |
|
|
2016
Q4 | $1.94M | Sell |
34,439
-4,166
| -11% | -$237K | 0.32% | 57 |
|
|
2016
Q3 | $2.19M | Sell |
38,605
-3,005
| -7% | -$166K | 0.38% | 51 |
|
|
2016
Q2 | $2.33M | Hold |
41,610
| – | – | 0.42% | 36 |
|
|
2016
Q1 | $2.06M | Hold |
41,610
| – | – | 0.35% | 42 |
|
|
2015
Q4 | $1.76M | Sell |
41,610
-285
| -0.7% | -$11.7K | 0.3% | 45 |
|
|
2015
Q3 | $1.61M | Sell |
41,895
-65
| -0.2% | -$2.4K | 0.29% | 45 |
|
|
2015
Q2 | $1.44M | Sell |
41,960
-295
| -0.7% | -$10.8K | 0.24% | 55 |
|
|
2015
Q1 | $1.64M | Sell |
42,255
-860
| -2% | -$34.6K | 0.28% | 45 |
|
|
2014
Q4 | $1.78M | Buy |
43,115
+190
| +0.4% | +$7.25K | 0.31% | 42 |
|
|
2014
Q3 | $1.47M | Hold |
42,925
| – | – | 0.26% | 54 |
|
|
2014
Q2 | $1.64M | Sell |
42,925
-10,758
| -20% | -$385K | 0.28% | 53 |
|
|
2014
Q1 | $1.89M | Sell |
53,683
-770
| -1% | -$25.9K | 0.35% | 47 |
|
|
2013
Q4 | $1.75M | Buy |
54,453
+3,435
| +7% | +$108K | 0.33% | 48 |
|
|
2013
Q3 | $1.56M | Sell |
51,018
-2,885
| -5% | -$92.2K | 0.33% | 45 |
|
|
2013
Q2 | $1.72M | Buy |
+53,903
| New | +$1.77M | 0.38% | 42 |
|
Other funds holding WR
N
LTFS
OSNBOA
AW