Capstone Investment 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 | |
---|---|---|---|---|---|---|---|---|
2017
Q2 | – | Sell |
-8,221
| Closed | -$446K | – | 940 |
|
2017
Q1 | $446K | Sell |
8,221
-9,504
| -54% | -$516K | 0.01% | 480 |
|
2016
Q4 | $998K | Sell |
17,725
-25,000
| -59% | -$1.41M | 0.03% | 308 |
|
2016
Q3 | $2.42M | Sell |
42,725
-175,000
| -80% | -$9.93M | 0.05% | 156 |
|
2016
Q2 | $12.2M | Buy |
217,725
+212,825
| +4,343% | +$11.9M | 0.23% | 36 |
|
2016
Q1 | $243K | Buy |
+4,900
| New | +$243K | 0.01% | 501 |
|