Financial Architects (New Jersey)’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 |
-587
| Closed | -$31K | – | 1502 |
|
|
2018
Q1 | $31K | Sell |
587
-9
| -2% | -$475 | 0.01% | 668 |
|
|
2017
Q4 | $31K | Hold |
596
| – | – | 0.01% | 737 |
|
|
2017
Q3 | $30K | Sell |
596
-3
| -0.5% | -$151 | 0.01% | 768 |
|
|
2017
Q2 | $32K | Sell |
599
-1,623
| -73% | -$86.7K | 0.01% | 735 |
|
|
2017
Q1 | $120K | Sell |
2,222
-410
| -16% | -$22.1K | 0.02% | 398 |
|
|
2016
Q4 | $148K | Buy |
2,632
+1,641
| +166% | +$92.3K | 0.03% | 306 |
|
|
2016
Q3 | $57K | Hold |
991
| – | – | 0.02% | 539 |
|
|
2016
Q2 | $55K | Buy |
991
+574
| +138% | +$31.9K | 0.02% | 515 |
|
|
2016
Q1 | $21K | Buy |
+417
| New | +$21K | 0.01% | 571 |
|
|
2015
Q3 | – | Sell |
-417
| Closed | -$14K | – | 1187 |
|
|
2015
Q2 | $14K | Buy |
+417
| New | +$14K | 0.01% | 703 |
|
|
2015
Q1 | – | Sell |
-300
| Closed | -$12K | – | 1082 |
|
|
2014
Q4 | $12K | Hold |
300
| – | – | 0.01% | 631 |
|
|
2014
Q3 | $10K | Hold |
300
| – | – | ﹤0.01% | 614 |
|
|
2014
Q2 | $11K | Buy |
+300
| New | +$11K | 0.01% | 618 |
|