Allworth Financial’s Westar Energy Inc WR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q2 | – | Sell |
-2,730
| Closed | -$144K | – | 1064 |
|
|
2018
Q1 | $144K | Sell |
2,730
-391
| -13% | -$20.6K | 0.01% | 146 |
|
|
2017
Q4 | $165K | Buy |
3,121
+683
| +28% | +$36.1K | 0.01% | 128 |
|
|
2017
Q3 | $121K | Hold |
2,438
| – | – | 0.01% | 153 |
|
|
2017
Q2 | $129K | Hold |
2,438
| – | – | 0.01% | 152 |
|
|
2017
Q1 | $132K | Hold |
2,438
| – | – | 0.01% | 142 |
|
|
2016
Q4 | $137K | Hold |
2,438
| – | – | 0.01% | 133 |
|
|
2016
Q3 | $138K | Hold |
2,438
| – | – | 0.01% | 124 |
|
|
2016
Q2 | $137K | Hold |
2,438
| – | – | 0.02% | 118 |
|
|
2016
Q1 | $121K | Hold |
2,438
| – | – | 0.02% | 131 |
|
|
2015
Q4 | $103K | Hold |
2,438
| – | – | 0.02% | 146 |
|
|
2015
Q3 | $94K | Hold |
2,438
| – | – | 0.03% | 143 |
|
|
2015
Q2 | $83K | Hold |
2,438
| – | – | 0.03% | 155 |
|
|
2015
Q1 | $94K | Buy |
+2,438
| New | +$94K | 0.04% | 151 |
|