American Investment Services’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 |
-20,645
| Closed | -$1.09M | – | 120 |
|
|
2018
Q1 | $1.09M | Sell |
20,645
-75
| -0.4% | -$3.95K | 0.38% | 44 |
|
|
2017
Q4 | $1.09M | Hold |
20,720
| – | – | 0.4% | 46 |
|
|
2017
Q3 | $1.03M | Hold |
20,720
| – | – | 0.39% | 49 |
|
|
2017
Q2 | $1.1M | Buy |
20,720
+581
| +3% | +$30.8K | 0.44% | 43 |
|
|
2017
Q1 | $1.09M | Hold |
20,139
| – | – | 0.44% | 43 |
|
|
2016
Q4 | $1.14M | Hold |
20,139
| – | – | 0.47% | 38 |
|
|
2016
Q3 | $1.14M | Hold |
20,139
| – | – | 0.48% | 37 |
|
|
2016
Q2 | $1.13M | Sell |
20,139
-2,191
| -10% | -$123K | 0.49% | 39 |
|
|
2016
Q1 | $1.11M | Hold |
22,330
| – | – | 0.54% | 34 |
|
|
2015
Q4 | $947K | Sell |
22,330
-2,157
| -9% | -$91.5K | 0.52% | 34 |
|
|
2015
Q3 | $941K | Sell |
24,487
-744
| -3% | -$28.6K | 0.52% | 37 |
|
|
2015
Q2 | $863K | Buy |
25,231
+744
| +3% | +$25.4K | 0.46% | 43 |
|
|
2015
Q1 | $949K | Sell |
24,487
-966
| -4% | -$37.4K | 0.52% | 37 |
|
|
2014
Q4 | $1.05M | Sell |
25,453
-3,714
| -13% | -$153K | 0.57% | 35 |
|
|
2014
Q3 | $995K | Hold |
29,167
| – | – | 0.55% | 34 |
|
|
2014
Q2 | $1.11M | Buy |
29,167
+19,473
| +201% | +$744K | 0.61% | 33 |
|
|
2014
Q1 | $341K | Sell |
9,694
-528
| -5% | -$18.6K | 0.2% | 59 |
|
|
2013
Q4 | $329K | Hold |
10,222
| – | – | 0.2% | 58 |
|
|
2013
Q3 | $313K | Sell |
10,222
-10,130
| -50% | -$310K | 0.2% | 56 |
|
|
2013
Q2 | $650K | Buy |
+20,352
| New | +$650K | 0.41% | 38 |
|