Cambridge Investment Research Advisors’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 |
-16,996
| Closed | -$894K | – | 2302 |
|
|
2018
Q1 | $894K | Buy |
16,996
+373
| +2% | +$19.6K | 0.01% | 995 |
|
|
2017
Q4 | $878K | Sell |
16,623
-26,376
| -61% | -$1.39M | 0.01% | 969 |
|
|
2017
Q3 | $2.13M | Buy |
42,999
+26,086
| +154% | +$1.29M | 0.03% | 518 |
|
|
2017
Q2 | $897K | Buy |
16,913
+382
| +2% | +$20.3K | 0.01% | 860 |
|
|
2017
Q1 | $897K | Buy |
16,531
+848
| +5% | +$46K | 0.02% | 775 |
|
|
2016
Q4 | $884K | Buy |
15,683
+477
| +3% | +$26.9K | 0.02% | 741 |
|
|
2016
Q3 | $863K | Buy |
15,206
+1,976
| +15% | +$112K | 0.02% | 751 |
|
|
2016
Q2 | $742K | Buy |
13,230
+2,741
| +26% | +$154K | 0.02% | 751 |
|
|
2016
Q1 | $520K | Buy |
10,489
+721
| +7% | +$35.7K | 0.01% | 874 |
|
|
2015
Q4 | $414K | Buy |
9,768
+2,459
| +34% | +$104K | 0.01% | 946 |
|
|
2015
Q3 | $281K | Sell |
7,309
-2,846
| -28% | -$109K | 0.01% | 1058 |
|
|
2015
Q2 | $347K | Buy |
10,155
+173
| +2% | +$5.91K | 0.01% | 990 |
|
|
2015
Q1 | $387K | Sell |
9,982
-2,059
| -17% | -$79.8K | 0.01% | 928 |
|
|
2014
Q4 | $497K | Buy |
12,041
+189
| +2% | +$7.8K | 0.02% | 782 |
|
|
2014
Q3 | $404K | Buy |
11,852
+927
| +8% | +$31.6K | 0.01% | 934 |
|
|
2014
Q2 | $417K | Buy |
10,925
+2,000
| +22% | +$76.3K | 0.01% | 839 |
|
|
2014
Q1 | $314K | Sell |
8,925
-76
| -0.8% | -$2.67K | 0.01% | 937 |
|
|
2013
Q4 | $290K | Buy |
9,001
+162
| +2% | +$5.22K | 0.01% | 904 |
|
|
2013
Q3 | $271K | Buy |
8,839
+856
| +11% | +$26.2K | 0.01% | 892 |
|
|
2013
Q2 | $255K | Buy |
+7,983
| New | +$255K | 0.01% | 828 |
|