FCIM
WR
Fairview Capital Investment 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 |
-9,000
| Closed | -$473K | – | 142 |
|
2018
Q1 | $473K | Hold |
9,000
| – | – | 0.03% | 86 |
|
2017
Q4 | $475K | Hold |
9,000
| – | – | 0.03% | 84 |
|
2017
Q3 | $446K | Hold |
9,000
| – | – | 0.03% | 84 |
|
2017
Q2 | $477K | Hold |
9,000
| – | – | 0.03% | 81 |
|
2017
Q1 | $488K | Sell |
9,000
-1,000
| -10% | -$54.2K | 0.03% | 69 |
|
2016
Q4 | $564K | Hold |
10,000
| – | – | 0.04% | 69 |
|
2016
Q3 | $568K | Hold |
10,000
| – | – | 0.04% | 63 |
|
2016
Q2 | $561K | Hold |
10,000
| – | – | 0.05% | 60 |
|
2016
Q1 | $496K | Sell |
10,000
-4,000
| -29% | -$198K | 0.04% | 61 |
|
2015
Q4 | $594K | Hold |
14,000
| – | – | 0.05% | 60 |
|
2015
Q3 | $538K | Hold |
14,000
| – | – | 0.05% | 57 |
|
2015
Q2 | $479K | Hold |
14,000
| – | – | 0.04% | 58 |
|
2015
Q1 | $543K | Sell |
14,000
-6,000
| -30% | -$233K | 0.04% | 59 |
|
2014
Q4 | $825K | Hold |
20,000
| – | – | 0.07% | 59 |
|
2014
Q3 | $682K | Hold |
20,000
| – | – | 0.06% | 58 |
|
2014
Q2 | $764K | Hold |
20,000
| – | – | 0.06% | 59 |
|
2014
Q1 | $703K | Hold |
20,000
| – | – | 0.06% | 56 |
|
2013
Q4 | $643K | Hold |
20,000
| – | – | 0.06% | 59 |
|
2013
Q3 | $613K | Hold |
20,000
| – | – | 0.06% | 57 |
|
2013
Q2 | $639K | Buy |
+20,000
| New | +$639K | 0.07% | 56 |
|