Atwood & Palmer’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 |
-652
| Closed | -$34K | – | 330 |
|
|
2018
Q1 | $34K | Sell |
652
-398
| -38% | -$20.8K | ﹤0.01% | 196 |
|
|
2017
Q4 | $55K | Hold |
1,050
| – | – | 0.01% | 180 |
|
|
2017
Q3 | $52K | Hold |
1,050
| – | – | 0.01% | 182 |
|
|
2017
Q2 | $56K | Hold |
1,050
| – | – | 0.01% | 181 |
|
|
2017
Q1 | $57K | Hold |
1,050
| – | – | 0.01% | 173 |
|
|
2016
Q4 | $59K | Sell |
1,050
-1,000
| -49% | -$56.2K | 0.01% | 163 |
|
|
2016
Q3 | $116K | Hold |
2,050
| – | – | 0.02% | 136 |
|
|
2016
Q2 | $115K | Buy |
2,050
+66
| +3% | +$3.7K | 0.02% | 140 |
|
|
2016
Q1 | $98K | Sell |
1,984
-881
| -31% | -$43.5K | 0.02% | 142 |
|
|
2015
Q4 | $122K | Hold |
2,865
| – | – | 0.02% | 148 |
|
|
2015
Q3 | $110K | Hold |
2,865
| – | – | 0.02% | 147 |
|
|
2015
Q2 | $98K | Buy |
2,865
+1,500
| +110% | +$51.3K | 0.02% | 162 |
|
|
2015
Q1 | $53K | Hold |
1,365
| – | – | 0.01% | 183 |
|
|
2014
Q4 | $57K | Hold |
1,365
| – | – | 0.01% | 193 |
|
|
2014
Q3 | $47K | Buy |
1,365
+567
| +71% | +$19.5K | 0.01% | 207 |
|
|
2014
Q2 | $30K | Buy |
+798
| New | +$30K | 0.01% | 213 |
|