Alpha Omega Wealth Management’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 |
-2,075
| Closed | -$109K | – | 555 |
|
|
2018
Q1 | $109K | Hold |
2,075
| – | – | 0.05% | 163 |
|
|
2017
Q4 | $110K | Sell |
2,075
-25
| -1% | -$1.33K | 0.05% | 166 |
|
|
2017
Q3 | $104K | Hold |
2,100
| – | – | 0.05% | 170 |
|
|
2017
Q2 | $111K | Hold |
2,100
| – | – | 0.06% | 164 |
|
|
2017
Q1 | $114K | Hold |
2,100
| – | – | 0.06% | 161 |
|
|
2016
Q4 | $118K | Buy |
+2,100
| New | +$118K | 0.06% | 163 |
|