Carson Wealth (CWM LLC)’s Westar Energy Inc WR Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q1	–	Sell	-240	Closed	-$13K	–	1645
2017 Q4	$13K	Hold	240	–	–	﹤0.01%	828
2017 Q3	$12K	Sell	240 -96	-29%	-$4.88K	﹤0.01%	857
2017 Q2	$18K	Buy	336 +96	+40%	+$5.08K	﹤0.01%	660
2017 Q1	$13K	Hold	240	–	–	﹤0.01%	703
2016 Q4	$14K	Hold	240	–	–	﹤0.01%	676
2016 Q3	$14K	Buy	240 +211	+728%	+$11.7K	﹤0.01%	628
2016 Q2	$2K	Hold	29	–	–	﹤0.01%	733
2016 Q1	$1K	Sell	29 -2,865	-99%	-$128K	﹤0.01%	739
2015 Q4	$123K	Buy	2,894 +2,865	+9,879%	+$117K	0.01%	247
2015 Q3	$1K	Buy	+29	New	+$1.07K	﹤0.01%	634
2014 Q1	–	Sell	-29	Closed	-$1K	–	637
2013 Q4	$1K	Hold	29	–	–	﹤0.01%	628
2013 Q3	$1K	Buy	+29	New	+$927	﹤0.01%	449