CPA
WR
Clear Perspective Advisors’s Westar Energy Inc WR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q2 | – | Sell |
-298
| Closed | -$16K | – | 523 |
|
|
2018
Q1 | $16K | Hold |
298
| – | – | 0.01% | 326 |
|
|
2017
Q4 | $16K | Hold |
298
| – | – | 0.01% | 316 |
|
|
2017
Q3 | $15K | Sell |
298
-100
| -25% | -$5.03K | 0.01% | 318 |
|
|
2017
Q2 | $21K | Buy |
398
+100
| +34% | +$5.28K | 0.02% | 289 |
|
|
2017
Q1 | $16K | Hold |
298
| – | – | 0.01% | 287 |
|
|
2016
Q4 | $17K | Buy |
+298
| New | +$17K | 0.01% | 282 |
|