Baystate Wealth Management’s Westar Energy Inc WR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q2 | – | Sell |
-130
| Closed | -$7K | – | 715 |
|
|
2018
Q1 | $7K | Hold |
130
| – | – | ﹤0.01% | 394 |
|
|
2017
Q4 | $7K | Sell |
130
-1
| -0.8% | -$54 | ﹤0.01% | 402 |
|
|
2017
Q3 | $7K | Buy |
131
+2
| +2% | +$107 | ﹤0.01% | 385 |
|
|
2017
Q2 | $6K | Hold |
129
| – | – | ﹤0.01% | 405 |
|
|
2017
Q1 | $7K | Hold |
129
| – | – | ﹤0.01% | 372 |
|
|
2016
Q4 | $7K | Buy |
+129
| New | +$7K | ﹤0.01% | 340 |
|