CPIG
WR
Chicago Partners Investment Group’s Westar Energy Inc WR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q2 | – | Sell |
-9,350
| Closed | -$492K | – | 1032 |
|
|
2018
Q1 | $492K | Sell |
9,350
-400
| -4% | -$21K | 0.08% | 157 |
|
|
2017
Q4 | $515K | Hold |
9,750
| – | – | 0.08% | 157 |
|
|
2017
Q3 | $484K | Buy |
9,750
+8,250
| +550% | +$410K | 0.08% | 155 |
|
|
2017
Q2 | $82K | Sell |
1,500
-7,500
| -83% | -$410K | 0.02% | 304 |
|
|
2017
Q1 | $488K | Sell |
9,000
-3,000
| -25% | -$163K | 0.14% | 109 |
|
|
2016
Q4 | $676K | Hold |
12,000
| – | – | 0.25% | 78 |
|
|
2016
Q3 | $681K | Buy |
12,000
+9,400
| +362% | +$533K | 0.27% | 73 |
|
|
2016
Q2 | $146K | Buy |
+2,600
| New | +$146K | 0.07% | 160 |
|