Cerity Partners OCIO’s Westar Energy Inc WR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q1 | – | Sell |
-10,114
| Closed | -$429K | – | 240 |
|
|
2015
Q4 | $429K | Buy |
10,114
+771
| +8% | +$32.7K | 0.05% | 144 |
|
|
2015
Q3 | $359K | Buy |
9,343
+1,165
| +14% | +$44.8K | 0.04% | 157 |
|
|
2015
Q2 | $280K | Buy |
8,178
+925
| +13% | +$31.7K | 0.03% | 180 |
|
|
2015
Q1 | $281K | Buy |
7,253
+2,398
| +49% | +$92.9K | 0.03% | 173 |
|
|
2014
Q4 | $200K | Buy |
+4,855
| New | +$200K | 0.02% | 181 |
|