Dubuque Bank & Trust’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 |
-166
| Closed | -$9K | – | 789 |
|
|
2018
Q1 | $9K | Hold |
166
| – | – | ﹤0.01% | 518 |
|
|
2017
Q4 | $9K | Hold |
166
| – | – | ﹤0.01% | 517 |
|
|
2017
Q3 | $8K | Hold |
166
| – | – | ﹤0.01% | 511 |
|
|
2017
Q2 | $9K | Hold |
166
| – | – | ﹤0.01% | 480 |
|
|
2017
Q1 | $9K | Hold |
166
| – | – | ﹤0.01% | 505 |
|
|
2016
Q4 | $9K | Buy |
+166
| New | +$9K | ﹤0.01% | 444 |
|
|
2016
Q2 | – | Sell |
-170
| Closed | -$8K | – | 690 |
|
|
2016
Q1 | $8K | Hold |
170
| – | – | ﹤0.01% | 478 |
|
|
2015
Q4 | $7K | Sell |
170
-130
| -43% | -$5.35K | ﹤0.01% | 582 |
|
|
2015
Q3 | $12K | Hold |
300
| – | – | ﹤0.01% | 412 |
|
|
2015
Q2 | $10K | Buy |
+300
| New | +$10K | ﹤0.01% | 483 |
|
|
2015
Q1 | – | Sell |
-871
| Closed | -$36K | – | 646 |
|
|
2014
Q4 | $36K | Sell |
871
-995
| -53% | -$41.1K | 0.01% | 341 |
|
|
2014
Q3 | $64K | Hold |
1,866
| – | – | 0.01% | 255 |
|
|
2014
Q2 | $71K | Buy |
+1,866
| New | +$71K | 0.01% | 275 |
|