FWM
WR
Focused Wealth 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 |
-120
| Closed | -$6K | – | 755 |
|
|
2018
Q1 | $6K | Hold |
120
| – | – | ﹤0.01% | 534 |
|
|
2017
Q4 | $6K | Buy |
120
+1
| +0.8% | +$50 | ﹤0.01% | 530 |
|
|
2017
Q3 | $6K | Buy |
119
+1
| +0.8% | +$50 | ﹤0.01% | 494 |
|
|
2017
Q2 | $6K | Hold |
118
| – | – | ﹤0.01% | 540 |
|
|
2017
Q1 | $6K | Hold |
118
| – | – | ﹤0.01% | 525 |
|
|
2016
Q4 | $7K | Buy |
118
+1
| +0.9% | +$59 | ﹤0.01% | 519 |
|
|
2016
Q3 | $7K | Buy |
117
+1
| +0.9% | +$60 | ﹤0.01% | 502 |
|
|
2016
Q2 | $7K | Buy |
116
+1
| +0.9% | +$60 | ﹤0.01% | 489 |
|
|
2016
Q1 | $6K | Buy |
115
+1
| +0.9% | +$52 | ﹤0.01% | 473 |
|
|
2015
Q4 | $5K | Buy |
114
+1
| +0.9% | +$44 | ﹤0.01% | 519 |
|
|
2015
Q3 | $4K | Buy |
113
+1
| +0.9% | +$35 | ﹤0.01% | 526 |
|
|
2015
Q2 | $4K | Buy |
112
+1
| +0.9% | +$36 | ﹤0.01% | 545 |
|
|
2015
Q1 | $4K | Buy |
111
+1
| +0.9% | +$36 | ﹤0.01% | 564 |
|
|
2014
Q4 | $5K | Buy |
110
+1
| +0.9% | +$45 | ﹤0.01% | 525 |
|
|
2014
Q3 | $4K | Buy |
109
+1
| +0.9% | +$37 | ﹤0.01% | 544 |
|
|
2014
Q2 | $4K | Buy |
108
+1
| +0.9% | +$37 | ﹤0.01% | 550 |
|
|
2014
Q1 | $4K | Buy |
107
+1
| +0.9% | +$37 | ﹤0.01% | 518 |
|
|
2013
Q4 | $3K | Buy |
106
+2
| +2% | +$57 | ﹤0.01% | 542 |
|
|
2013
Q3 | $3K | Buy |
+104
| New | +$3K | ﹤0.01% | 504 |
|