Carson Wealth (CWM LLC)’s Westar Energy Inc WR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | – | Sell |
-240
| Closed | -$13K | – | 1644 |
|
|
2017
Q4 | $13K | Hold |
240
| – | – | ﹤0.01% | 827 |
|
|
2017
Q3 | $12K | Sell |
240
-96
| -29% | -$4.8K | ﹤0.01% | 856 |
|
|
2017
Q2 | $18K | Buy |
336
+96
| +40% | +$5.14K | ﹤0.01% | 659 |
|
|
2017
Q1 | $13K | Hold |
240
| – | – | ﹤0.01% | 702 |
|
|
2016
Q4 | $14K | Hold |
240
| – | – | ﹤0.01% | 675 |
|
|
2016
Q3 | $14K | Buy |
240
+211
| +728% | +$12.3K | ﹤0.01% | 627 |
|
|
2016
Q2 | $2K | Hold |
29
| – | – | ﹤0.01% | 729 |
|
|
2016
Q1 | $1K | Sell |
29
-2,865
| -99% | -$98.8K | ﹤0.01% | 738 |
|
|
2015
Q4 | $123K | Buy |
2,894
+2,865
| +9,879% | +$122K | 0.01% | 246 |
|
|
2015
Q3 | $1K | Buy |
+29
| New | +$1K | ﹤0.01% | 631 |
|
|
2014
Q1 | – | Sell |
-29
| Closed | -$1K | – | 586 |
|
|
2013
Q4 | $1K | Hold |
29
| – | – | ﹤0.01% | 577 |
|
|
2013
Q3 | $1K | Buy |
+29
| New | +$1K | ﹤0.01% | 449 |
|