Envestnet Asset Management’s Westar Energy Inc WR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q2 | – | Sell |
-411
| Closed | -$22K | – | 2962 |
|
|
2018
Q1 | $22K | Sell |
411
-203
| -33% | -$10.9K | ﹤0.01% | 2352 |
|
|
2017
Q4 | $32K | Sell |
614
-4
| -0.6% | -$208 | ﹤0.01% | 2436 |
|
|
2017
Q3 | $30K | Sell |
618
-846
| -58% | -$41.1K | ﹤0.01% | 2426 |
|
|
2017
Q2 | $78K | Sell |
1,464
-3,016
| -67% | -$161K | ﹤0.01% | 2225 |
|
|
2017
Q1 | $242K | Sell |
4,480
-3
| -0.1% | -$162 | ﹤0.01% | 1842 |
|
|
2016
Q4 | $254K | Buy |
4,483
+3,199
| +249% | +$181K | ﹤0.01% | 1789 |
|
|
2016
Q3 | $73K | Sell |
1,284
-38,882
| -97% | -$2.21M | ﹤0.01% | 2461 |
|
|
2016
Q2 | $2.25M | Sell |
40,166
-24,779
| -38% | -$1.39M | 0.01% | 972 |
|
|
2016
Q1 | $3.22M | Sell |
64,945
-1,877
| -3% | -$93.1K | 0.01% | 755 |
|
|
2015
Q4 | $2.83M | Buy |
66,822
+11,096
| +20% | +$471K | 0.01% | 795 |
|
|
2015
Q3 | $2.14M | Sell |
55,726
-1,950
| -3% | -$75K | 0.01% | 928 |
|
|
2015
Q2 | $1.97M | Buy |
57,676
+2,712
| +5% | +$92.8K | 0.01% | 1057 |
|
|
2015
Q1 | $2.13M | Buy |
54,964
+45,790
| +499% | +$1.77M | 0.01% | 939 |
|
|
2014
Q4 | $378K | Sell |
9,174
-627
| -6% | -$25.8K | ﹤0.01% | 788 |
|
|
2014
Q3 | $334K | Buy |
9,801
+3,120
| +47% | +$106K | ﹤0.01% | 901 |
|
|
2014
Q2 | $255K | Buy |
6,681
+2,670
| +67% | +$102K | ﹤0.01% | 934 |
|
|
2014
Q1 | $141K | Buy |
4,011
+508
| +15% | +$17.9K | ﹤0.01% | 1033 |
|
|
2013
Q4 | $113K | Buy |
3,503
+409
| +13% | +$13.2K | ﹤0.01% | 984 |
|
|
2013
Q3 | $95K | Sell |
3,094
-310
| -9% | -$9.52K | ﹤0.01% | 994 |
|
|
2013
Q2 | $109K | Buy |
+3,404
| New | +$109K | ﹤0.01% | 951 |
|