AOWM
WR

Alpha Omega Wealth Management’s Westar Energy Inc WR Stock Holding History

Alpha Omega Wealth Management’s Portfolio WR Stock Details WR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value 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% -$1.35K 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 +$119K 0.06% 163

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