D.A. Davidson & Co’s Westar Energy Inc WR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | – | Sell |
-3,240
| Closed | -$171K | – | 2392 |
|
|
2017
Q2 | $171K | Buy |
3,240
+202
| +7% | +$10.7K | ﹤0.01% | 1030 |
|
|
2017
Q1 | $164K | Sell |
3,038
-99
| -3% | -$5.34K | ﹤0.01% | 1028 |
|
|
2016
Q4 | $176K | Buy |
3,137
+2
| +0.1% | +$112 | ﹤0.01% | 1059 |
|
|
2016
Q3 | $177K | Buy |
3,135
+1,606
| +105% | +$90.7K | ﹤0.01% | 995 |
|
|
2016
Q2 | $85K | Buy |
1,529
+102
| +7% | +$5.67K | ﹤0.01% | 1189 |
|
|
2016
Q1 | $70K | Buy |
1,427
+253
| +22% | +$12.4K | ﹤0.01% | 1263 |
|
|
2015
Q4 | $49K | Buy |
1,174
+4
| +0.3% | +$167 | ﹤0.01% | 1402 |
|
|
2015
Q3 | $44K | Sell |
1,170
-330
| -22% | -$12.4K | ﹤0.01% | 1432 |
|
|
2015
Q2 | $51K | Buy |
1,500
+336
| +29% | +$11.4K | ﹤0.01% | 1431 |
|
|
2015
Q1 | $45K | Sell |
1,164
-2,247
| -66% | -$86.9K | ﹤0.01% | 1472 |
|
|
2014
Q4 | $140K | Sell |
3,411
-77
| -2% | -$3.16K | ﹤0.01% | 995 |
|
|
2014
Q3 | $118K | Sell |
3,488
-426
| -11% | -$14.4K | ﹤0.01% | 1053 |
|
|
2014
Q2 | $149K | Buy |
3,914
+433
| +12% | +$16.5K | 0.01% | 997 |
|
|
2014
Q1 | $121K | Buy |
3,481
+586
| +20% | +$20.4K | ﹤0.01% | 1046 |
|
|
2013
Q4 | $92K | Buy |
2,895
+397
| +16% | +$12.6K | ﹤0.01% | 1102 |
|
|
2013
Q3 | $76K | Hold |
2,498
| – | – | ﹤0.01% | 1001 |
|
|
2013
Q2 | $79K | Buy |
+2,498
| New | +$79K | ﹤0.01% | 965 |
|