Aperio Group’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 |
-134,494
| Closed | -$7.07M | – | 2325 |
|
|
2018
Q1 | $7.07M | Buy |
134,494
+36,411
| +37% | +$1.91M | 0.04% | 539 |
|
|
2017
Q4 | $5.18M | Buy |
98,083
+7,051
| +8% | +$372K | 0.03% | 630 |
|
|
2017
Q3 | $4.52M | Sell |
91,032
-5,658
| -6% | -$281K | 0.03% | 639 |
|
|
2017
Q2 | $5.13M | Buy |
96,690
+3,484
| +4% | +$185K | 0.03% | 568 |
|
|
2017
Q1 | $5.06M | Buy |
93,206
+4,021
| +5% | +$218K | 0.03% | 544 |
|
|
2016
Q4 | $5.03M | Buy |
89,185
+47,986
| +116% | +$2.7M | 0.04% | 504 |
|
|
2016
Q3 | $2.34M | Buy |
41,199
+1,155
| +3% | +$65.5K | 0.02% | 789 |
|
|
2016
Q2 | $2.25M | Buy |
40,044
+6,955
| +21% | +$390K | 0.02% | 760 |
|
|
2016
Q1 | $1.64M | Buy |
33,089
+4,332
| +15% | +$215K | 0.01% | 854 |
|
|
2015
Q4 | $1.22M | Buy |
28,757
+2,626
| +10% | +$111K | 0.01% | 927 |
|
|
2015
Q3 | $1M | Buy |
26,131
+7,426
| +40% | +$285K | 0.01% | 976 |
|
|
2015
Q2 | $640K | Buy |
18,705
+430
| +2% | +$14.7K | 0.01% | 1205 |
|
|
2015
Q1 | $708K | Buy |
18,275
+1,918
| +12% | +$74.3K | 0.01% | 1095 |
|
|
2014
Q4 | $675K | Sell |
16,357
-3,834
| -19% | -$158K | 0.01% | 1061 |
|
|
2014
Q3 | $689K | Buy |
20,191
+5,646
| +39% | +$193K | 0.01% | 991 |
|
|
2014
Q2 | $555K | Buy |
14,545
+1,770
| +14% | +$67.5K | 0.01% | 1080 |
|
|
2014
Q1 | $449K | Buy |
+12,775
| New | +$449K | 0.01% | 1382 |
|
|
2013
Q4 | – | Sell |
-6,888
| Closed | -$211K | – | 1468 |
|
|
2013
Q3 | $211K | Buy |
+6,888
| New | +$211K | ﹤0.01% | 1618 |
|