EIA
WR
Edgemoor Investment Advisors’s Westar Energy Inc WR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q2 | – | Sell |
-76,456
| Closed | -$4.02M | – | 145 |
|
|
2018
Q1 | $4.02M | Sell |
76,456
-4,050
| -5% | -$213K | 0.54% | 55 |
|
|
2017
Q4 | $4.09M | Sell |
80,506
-1,520
| -2% | -$77.3K | 0.52% | 55 |
|
|
2017
Q3 | $4.07M | Sell |
82,026
-3,465
| -4% | -$172K | 0.55% | 57 |
|
|
2017
Q2 | $4.53M | Sell |
85,491
-540
| -0.6% | -$28.6K | 0.62% | 56 |
|
|
2017
Q1 | $4.67M | Sell |
86,031
-350
| -0.4% | -$19K | 0.66% | 54 |
|
|
2016
Q4 | $4.87M | Sell |
86,381
-2,315
| -3% | -$130K | 0.74% | 47 |
|
|
2016
Q3 | $5.03M | Sell |
88,696
-1,150
| -1% | -$65.3K | 0.77% | 51 |
|
|
2016
Q2 | $5.04M | Hold |
89,846
| – | – | 0.8% | 51 |
|
|
2016
Q1 | $4.46M | Sell |
89,846
-1,100
| -1% | -$54.6K | 0.69% | 53 |
|
|
2015
Q4 | $3.86M | Sell |
90,946
-350
| -0.4% | -$14.8K | 0.58% | 57 |
|
|
2015
Q3 | $3.51M | Sell |
91,296
-1,700
| -2% | -$65.3K | 0.53% | 60 |
|
|
2015
Q2 | $3.18M | Sell |
92,996
-1,250
| -1% | -$42.8K | 0.46% | 60 |
|
|
2015
Q1 | $3.65M | Sell |
94,246
-250
| -0.3% | -$9.69K | 0.52% | 58 |
|
|
2014
Q4 | $3.9M | Sell |
94,496
-4,152
| -4% | -$171K | 0.57% | 56 |
|
|
2014
Q3 | $3.37M | Sell |
98,648
-550
| -0.6% | -$18.8K | 0.49% | 63 |
|
|
2014
Q2 | $3.79M | Sell |
99,198
-5,447
| -5% | -$208K | 0.56% | 61 |
|
|
2014
Q1 | $3.68M | Sell |
104,645
-850
| -0.8% | -$29.9K | 0.58% | 59 |
|
|
2013
Q4 | $3.39M | Sell |
105,495
-1,816
| -2% | -$58.4K | 0.54% | 61 |
|
|
2013
Q3 | $3.29M | Sell |
107,311
-1,324
| -1% | -$40.6K | 0.57% | 57 |
|
|
2013
Q2 | $3.47M | Buy |
+108,635
| New | +$3.47M | 0.62% | 51 |
|