EWM
WR
Evercore Wealth Management’s Westar Energy Inc WR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q3 | – | Sell |
-293
| Closed | -$10K | – | 1115 |
|
|
2015
Q2 | $10K | Buy |
+293
| New | +$10K | ﹤0.01% | 921 |
|
|
2013
Q4 | – | Sell |
-693
| Closed | -$21K | – | 1057 |
|
|
2013
Q3 | $21K | Hold |
693
| – | – | ﹤0.01% | 684 |
|
|
2013
Q2 | $22K | Buy |
+693
| New | +$22K | ﹤0.01% | 650 |
|