Financial Counselors Inc’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 |
-21,172
| Closed | -$1.11M | – | 519 |
|
|
2018
Q1 | $1.11M | Buy |
21,172
+714
| +3% | +$37.5K | 0.05% | 262 |
|
|
2017
Q4 | $1.08M | Sell |
20,458
-1,418
| -6% | -$74.9K | 0.05% | 272 |
|
|
2017
Q3 | $1.09M | Sell |
21,876
-436
| -2% | -$21.6K | 0.05% | 269 |
|
|
2017
Q2 | $1.18M | Buy |
22,312
+524
| +2% | +$27.8K | 0.06% | 272 |
|
|
2017
Q1 | $1.18M | Sell |
21,788
-13,774
| -39% | -$747K | 0.06% | 264 |
|
|
2016
Q4 | $2M | Buy |
+35,562
| New | +$2M | 0.11% | 205 |
|
|
2016
Q2 | $1.3M | Hold |
23,257
| – | – | 0.08% | 231 |
|
|
2016
Q1 | $1.15M | Buy |
23,257
+3,195
| +16% | +$159K | 0.07% | 237 |
|
|
2015
Q4 | $851K | Sell |
20,062
-1,638
| -8% | -$69.5K | 0.05% | 263 |
|
|
2015
Q3 | $834K | Sell |
21,700
-1,000
| -4% | -$38.4K | 0.06% | 259 |
|
|
2015
Q2 | $777K | Buy |
22,700
+3,100
| +16% | +$106K | 0.05% | 281 |
|
|
2015
Q1 | $760K | Buy |
19,600
+1,600
| +9% | +$62K | 0.05% | 290 |
|
|
2014
Q4 | $742K | Sell |
18,000
-763
| -4% | -$31.5K | 0.05% | 282 |
|
|
2014
Q3 | $640K | Buy |
18,763
+237
| +1% | +$8.08K | 0.04% | 303 |
|
|
2014
Q2 | $708K | Buy |
18,526
+228
| +1% | +$8.71K | 0.05% | 283 |
|
|
2014
Q1 | $643K | Hold |
18,298
| – | – | 0.05% | 294 |
|
|
2013
Q4 | $589K | Buy |
18,298
+500
| +3% | +$16.1K | 0.04% | 289 |
|
|
2013
Q3 | $546K | Sell |
17,798
-25
| -0.1% | -$767 | 0.05% | 282 |
|
|
2013
Q2 | $570K | Buy |
+17,823
| New | +$570K | 0.05% | 272 |
|