BOK Financial’s Westar Energy Inc WR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q2 | – | Sell |
-4,208
| Closed | -$221K | – | 993 |
|
|
2018
Q1 | $221K | Sell |
4,208
-799
| -16% | -$40.4K | 0.01% | 839 |
|
|
2017
Q4 | $264K | Buy |
5,007
+172
| +4% | +$9.28K | 0.01% | 813 |
|
|
2017
Q3 | $240K | Sell |
4,835
-884
| -15% | -$44.9K | 0.01% | 836 |
|
|
2017
Q2 | $303K | Sell |
5,719
-6,696
| -54% | -$355K | 0.01% | 750 |
|
|
2017
Q1 | $674K | Sell |
12,415
-902
| -7% | -$49.1K | 0.02% | 574 |
|
|
2016
Q4 | $750K | Buy |
13,317
+6,782
| +104% | +$386K | 0.02% | 535 |
|
|
2016
Q3 | $371K | Buy |
6,535
+1,810
| +38% | +$100K | 0.01% | 710 |
|
|
2016
Q2 | $265K | Sell |
4,725
-45,808
| -91% | -$2.42M | 0.01% | 740 |
|
|
2016
Q1 | $2.51M | Sell |
50,533
-1,536
| -3% | -$68.5K | 0.09% | 261 |
|
|
2015
Q4 | $2.21M | Buy |
52,069
+511
| +1% | +$20.9K | 0.08% | 288 |
|
|
2015
Q3 | $1.98M | Sell |
51,558
-1,247
| -2% | -$46K | 0.07% | 292 |
|
|
2015
Q2 | $1.81M | Buy |
52,805
+423
| +0.8% | +$15.5K | 0.06% | 333 |
|
|
2015
Q1 | $2.03M | Buy |
52,382
+4,328
| +9% | +$174K | 0.07% | 313 |
|
|
2014
Q4 | $1.98M | Sell |
48,054
-4,298
| -8% | -$164K | 0.07% | 299 |
|
|
2014
Q3 | $1.79M | Buy |
52,352
+1,698
| +3% | +$61.5K | 0.06% | 329 |
|
|
2014
Q2 | $1.94M | Buy |
+50,654
| New | +$1.81M | 0.06% | 324 |
|
Other funds holding WR
N
LTFS
OSNBOA
AW