AssetMark Inc’s Westar Energy Inc WR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q2 | – | Sell |
-451
| Closed | -$24K | – | 1522 |
|
|
2018
Q1 | $24K | Sell |
451
-179
| -28% | -$9.53K | ﹤0.01% | 908 |
|
|
2017
Q4 | $33K | Buy |
630
+30
| +5% | +$1.57K | ﹤0.01% | 894 |
|
|
2017
Q3 | $30K | Hold |
600
| – | – | ﹤0.01% | 834 |
|
|
2017
Q2 | $32K | Hold |
600
| – | – | ﹤0.01% | 793 |
|
|
2017
Q1 | $33K | Sell |
600
-287
| -32% | -$15.8K | ﹤0.01% | 752 |
|
|
2016
Q4 | $50K | Hold |
887
| – | – | ﹤0.01% | 624 |
|
|
2016
Q3 | $50K | Hold |
887
| – | – | ﹤0.01% | 616 |
|
|
2016
Q2 | $50K | Sell |
887
-110
| -11% | -$6.2K | ﹤0.01% | 607 |
|
|
2016
Q1 | $49K | Buy |
997
+981
| +6,131% | +$48.2K | ﹤0.01% | 561 |
|
|
2015
Q4 | $1K | Buy |
16
+13
| +433% | +$813 | ﹤0.01% | 1358 |
|
|
2015
Q3 | $0 | Buy |
+3
| New | – | ﹤0.01% | 940 |
|