First Horizon Advisors’s Westar Energy Inc WR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | – | Sell |
-106
| Closed | -$6K | – | 1693 |
|
|
2016
Q4 | $6K | Hold |
106
| – | – | ﹤0.01% | 1138 |
|
|
2016
Q3 | $6K | Hold |
106
| – | – | ﹤0.01% | 1130 |
|
|
2016
Q2 | $5K | Sell |
106
-579
| -85% | -$27.3K | ﹤0.01% | 1124 |
|
|
2016
Q1 | $35K | Sell |
685
-686
| -50% | -$35.1K | ﹤0.01% | 643 |
|
|
2015
Q4 | $58K | Sell |
1,371
-383
| -22% | -$16.2K | 0.01% | 460 |
|
|
2015
Q3 | $67K | Hold |
1,754
| – | – | 0.01% | 455 |
|
|
2015
Q2 | $59K | Sell |
1,754
-226
| -11% | -$7.6K | 0.01% | 500 |
|
|
2015
Q1 | $76K | Hold |
1,980
| – | – | 0.01% | 457 |
|
|
2014
Q4 | $82K | Sell |
1,980
-251
| -11% | -$10.4K | 0.01% | 445 |
|
|
2014
Q3 | $76K | Hold |
2,231
| – | – | 0.01% | 442 |
|
|
2014
Q2 | $82K | Buy |
2,231
+1,000
| +81% | +$36.8K | 0.01% | 454 |
|
|
2014
Q1 | $43K | Sell |
1,231
-1
| -0.1% | -$35 | 0.01% | 555 |
|
|
2013
Q4 | $39K | Buy |
1,232
+1
| +0.1% | +$32 | 0.01% | 539 |
|
|
2013
Q3 | $38K | Buy |
1,231
+157
| +15% | +$4.85K | 0.01% | 499 |
|
|
2013
Q2 | $34K | Buy |
+1,074
| New | +$34K | 0.02% | 260 |
|