Delta Asset Management’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 |
-250
| Closed | -$13K | – | 701 |
|
|
2018
Q1 | $13K | Hold |
250
| – | – | ﹤0.01% | 416 |
|
|
2017
Q4 | $13K | Hold |
250
| – | – | ﹤0.01% | 411 |
|
|
2017
Q3 | $12K | Hold |
250
| – | – | ﹤0.01% | 394 |
|
|
2017
Q2 | $13K | Hold |
250
| – | – | ﹤0.01% | 390 |
|
|
2017
Q1 | $14K | Hold |
250
| – | – | ﹤0.01% | 382 |
|
|
2016
Q4 | $14K | Sell |
250
-50
| -17% | -$2.84K | ﹤0.01% | 382 |
|
|
2016
Q3 | $17K | Hold |
300
| – | – | ﹤0.01% | 345 |
|
|
2016
Q2 | $17K | Hold |
300
| – | – | ﹤0.01% | 352 |
|
|
2016
Q1 | $15K | Hold |
300
| – | – | ﹤0.01% | 369 |
|
|
2015
Q4 | $13K | Sell |
300
-152
| -34% | -$6.21K | ﹤0.01% | 386 |
|
|
2015
Q3 | $17K | Hold |
452
| – | – | ﹤0.01% | 348 |
|
|
2015
Q2 | $15K | Hold |
452
| – | – | ﹤0.01% | 372 |
|
|
2015
Q1 | $18K | Hold |
452
| – | – | ﹤0.01% | 357 |
|
|
2014
Q4 | $19K | Hold |
452
| – | – | ﹤0.01% | 361 |
|
|
2014
Q3 | $15K | Hold |
452
| – | – | ﹤0.01% | 368 |
|
|
2014
Q2 | $17K | Hold |
452
| – | – | ﹤0.01% | 359 |
|
|
2014
Q1 | $16K | Hold |
452
| – | – | ﹤0.01% | 361 |
|
|
2013
Q4 | $15K | Hold |
452
| – | – | ﹤0.01% | 362 |
|
|
2013
Q3 | $14K | Hold |
452
| – | – | ﹤0.01% | 368 |
|
|
2013
Q2 | $14K | Buy |
+452
| New | +$14.8K | ﹤0.01% | 371 |
|
Other funds holding WR
N
LTFS
OSNBOA
AW