Creative Planning’s Westar Energy Inc WR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q2 | – | Sell |
-23,093
| Closed | -$1.21M | – | 2047 |
|
|
2018
Q1 | $1.21M | Buy |
23,093
+1,551
| +7% | +$81.5K | ﹤0.01% | 630 |
|
|
2017
Q4 | $1.14M | Sell |
21,542
-401
| -2% | -$21.2K | ﹤0.01% | 658 |
|
|
2017
Q3 | $1.09M | Sell |
21,943
-1,264
| -5% | -$62.7K | 0.01% | 672 |
|
|
2017
Q2 | $1.23M | Sell |
23,207
-4,356
| -16% | -$231K | 0.01% | 597 |
|
|
2017
Q1 | $1.5M | Sell |
27,563
-2,202
| -7% | -$120K | 0.01% | 524 |
|
|
2016
Q4 | $1.68M | Buy |
29,765
+2,838
| +11% | +$160K | 0.01% | 453 |
|
|
2016
Q3 | $1.53M | Buy |
26,927
+259
| +1% | +$14.7K | 0.01% | 455 |
|
|
2016
Q2 | $1.5M | Buy |
26,668
+13,931
| +109% | +$781K | 0.01% | 412 |
|
|
2016
Q1 | $632K | Sell |
12,737
-1,987
| -13% | -$98.6K | ﹤0.01% | 667 |
|
|
2015
Q4 | $624K | Buy |
14,724
+666
| +5% | +$28.2K | 0.01% | 661 |
|
|
2015
Q3 | $540K | Sell |
14,058
-610
| -4% | -$23.4K | ﹤0.01% | 710 |
|
|
2015
Q2 | $502K | Sell |
14,668
-948
| -6% | -$32.4K | ﹤0.01% | 659 |
|
|
2015
Q1 | $605K | Sell |
15,616
-591
| -4% | -$22.9K | 0.01% | 660 |
|
|
2014
Q4 | $668K | Buy |
16,207
+907
| +6% | +$37.4K | 0.01% | 583 |
|
|
2014
Q3 | $522K | Buy |
15,300
+1,029
| +7% | +$35.1K | 0.01% | 636 |
|
|
2014
Q2 | $545K | Sell |
14,271
-2,522
| -15% | -$96.3K | 0.01% | 609 |
|
|
2014
Q1 | $590K | Buy |
16,793
+6,903
| +70% | +$243K | 0.01% | 550 |
|
|
2013
Q4 | $318K | Buy |
9,890
+2,147
| +28% | +$69K | 0.01% | 660 |
|
|
2013
Q3 | $237K | Buy |
7,743
+294
| +4% | +$9K | ﹤0.01% | 698 |
|
|
2013
Q2 | $238K | Buy |
+7,449
| New | +$238K | 0.01% | 625 |
|