CWM
WR

Concert Wealth Management’s Westar Energy Inc WR Stock Holding History

Concert Wealth Management’s Portfolio WR Stock Details WR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2016
Q4 		– Sell
-5,314
Closed -$302K – 1014
2016
Q3 		$302K Buy
5,314
+1,004
+23% +$57.1K 0.04% 494
2016
Q2 		$242K Buy
4,310
+110
+3% +$6.18K 0.03% 534
2016
Q1 		$210K Buy
+4,200
New +$210K 0.03% 576