Capstone Asset Management’s Westar Energy Inc WR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | $650K | Buy |
12,252
+160
| +1% | +$8.49K | 0.02% | 764 |
|
|
2017
Q1 | $656K | Buy |
12,092
+60
| +0.5% | +$3.26K | 0.02% | 761 |
|
|
2016
Q4 | $678K | Sell |
12,032
-30
| -0.2% | -$1.69K | 0.02% | 748 |
|
|
2016
Q3 | $685K | Sell |
12,062
-490
| -4% | -$27.8K | 0.02% | 757 |
|
|
2016
Q2 | $704K | Buy |
12,552
+460
| +4% | +$25.8K | 0.02% | 729 |
|
|
2016
Q1 | $600K | Sell |
12,092
-103,680
| -90% | -$5.14M | 0.02% | 803 |
|
|
2015
Q4 | $4.91M | Buy |
115,772
+1,706
| +1% | +$72.4K | 0.14% | 173 |
|
|
2015
Q3 | $4.39M | Sell |
114,066
-6,175
| -5% | -$237K | 0.14% | 183 |
|
|
2015
Q2 | $4.12M | Sell |
120,241
-601
| -0.5% | -$20.6K | 0.12% | 214 |
|
|
2015
Q1 | $4.68M | Buy |
120,842
+169
| +0.1% | +$6.55K | 0.13% | 192 |
|
|
2014
Q4 | $4.98M | Buy |
120,673
+16
| +0% | +$660 | 0.14% | 180 |
|
|
2014
Q3 | $4.12M | Buy |
120,657
+5,763
| +5% | +$197K | 0.14% | 172 |
|
|
2014
Q2 | $4.39M | Buy |
114,894
+99,847
| +664% | +$3.81M | 0.14% | 171 |
|
|
2014
Q1 | $529K | Sell |
15,047
-1,660
| -10% | -$58.4K | 0.02% | 1019 |
|
|
2013
Q4 | $537K | Sell |
16,707
-7,348
| -31% | -$236K | 0.02% | 1072 |
|
|
2013
Q3 | $737K | Buy |
24,055
+960
| +4% | +$29.4K | 0.02% | 1001 |
|
|
2013
Q2 | $738K | Buy |
+23,095
| New | +$738K | 0.02% | 909 |
|