Commonwealth Equity Services’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
Q2 | – | Sell |
-25,845
| Closed | -$1.36M | – | 2854 |
|
|
2018
Q1 | $1.36M | Sell |
25,845
-4,445
| -15% | -$225K | 0.01% | 1078 |
|
|
2017
Q4 | $1.6M | Buy |
30,290
+392
| +1% | +$21.1K | 0.01% | 963 |
|
|
2017
Q3 | $1.48M | Buy |
29,898
+2,014
| +7% | +$102K | 0.01% | 973 |
|
|
2017
Q2 | $1.48M | Sell |
27,884
-4,095
| -13% | -$217K | 0.01% | 942 |
|
|
2017
Q1 | $1.74M | Sell |
31,979
-2,159
| -6% | -$118K | 0.01% | 821 |
|
|
2016
Q4 | $1.92M | Buy |
34,138
+2,312
| +7% | +$131K | 0.01% | 722 |
|
|
2016
Q3 | $1.81M | Sell |
31,826
-1,152
| -3% | -$63.7K | 0.01% | 726 |
|
|
2016
Q2 | $1.85M | Buy |
32,978
+1,345
| +4% | +$71.2K | 0.02% | 686 |
|
|
2016
Q1 | $1.57M | Buy |
31,633
+9
| +0% | +$401 | 0.01% | 744 |
|
|
2015
Q4 | $1.34M | Buy |
31,624
+1,021
| +3% | +$41.7K | 0.01% | 771 |
|
|
2015
Q3 | $1.18M | Buy |
30,603
+1,249
| +4% | +$46.1K | 0.01% | 819 |
|
|
2015
Q2 | $1M | Sell |
29,354
-6,130
| -17% | -$224K | 0.01% | 955 |
|
|
2015
Q1 | $1.38M | Sell |
35,484
-216
| -0.6% | -$8.68K | 0.01% | 786 |
|
|
2014
Q4 | $1.47M | Buy |
35,700
+3,345
| +10% | +$128K | 0.02% | 706 |
|
|
2014
Q3 | $1.1M | Buy |
32,355
+3,254
| +11% | +$118K | 0.01% | 821 |
|
|
2014
Q2 | $1.11M | Buy |
29,101
+315
| +1% | +$11.3K | 0.01% | 809 |
|
|
2014
Q1 | $1.01M | Buy |
28,786
+854
| +3% | +$28.7K | 0.01% | 792 |
|
|
2013
Q4 | $899K | Buy |
27,932
+709
| +3% | +$22.4K | 0.01% | 825 |
|
|
2013
Q3 | $834K | Sell |
27,223
-462
| -2% | -$14.8K | 0.01% | 809 |
|
|
2013
Q2 | $885K | Buy |
+27,685
| New | +$909K | 0.02% | 722 |
|
Other funds holding WR
N
LTFS
OSNBOA
AW