BA
WR
Boston Advisors’s Westar Energy Inc WR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q2 | – | Sell |
-6,000
| Closed | -$316K | – | 700 |
|
|
2018
Q1 | $316K | Sell |
6,000
-300
| -5% | -$15.8K | 0.01% | 558 |
|
|
2017
Q4 | $333K | Hold |
6,300
| – | – | 0.01% | 555 |
|
|
2017
Q3 | $312K | Hold |
6,300
| – | – | 0.01% | 572 |
|
|
2017
Q2 | $334K | Hold |
6,300
| – | – | 0.01% | 561 |
|
|
2017
Q1 | $342K | Sell |
6,300
-400
| -6% | -$21.7K | 0.01% | 547 |
|
|
2016
Q4 | $378K | Sell |
6,700
-1,400
| -17% | -$79K | 0.01% | 525 |
|
|
2016
Q3 | $460K | Hold |
8,100
| – | – | 0.01% | 529 |
|
|
2016
Q2 | $454K | Hold |
8,100
| – | – | 0.01% | 505 |
|
|
2016
Q1 | $402K | Hold |
8,100
| – | – | 0.01% | 514 |
|
|
2015
Q4 | $344K | Hold |
8,100
| – | – | 0.01% | 550 |
|
|
2015
Q3 | $311K | Hold |
8,100
| – | – | 0.01% | 658 |
|
|
2015
Q2 | $277K | Hold |
8,100
| – | – | 0.01% | 608 |
|
|
2015
Q1 | $314K | Sell |
8,100
-100
| -1% | -$3.88K | 0.01% | 569 |
|
|
2014
Q4 | $338K | Hold |
8,200
| – | – | 0.01% | 438 |
|
|
2014
Q3 | $280K | Sell |
8,200
-1,250
| -13% | -$42.7K | 0.01% | 481 |
|
|
2014
Q2 | $361K | Hold |
9,450
| – | – | 0.02% | 432 |
|
|
2014
Q1 | $332K | Buy |
9,450
+650
| +7% | +$22.8K | 0.01% | 438 |
|
|
2013
Q4 | $283K | Hold |
8,800
| – | – | 0.01% | 480 |
|
|
2013
Q3 | $270K | Hold |
8,800
| – | – | 0.01% | 456 |
|
|
2013
Q2 | $281K | Buy |
+8,800
| New | +$281K | 0.01% | 424 |
|