Focused Wealth Management’s Westar Energy Inc WR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q2 | – | Sell |
-120
| Closed | -$6K | – | 796 |
|
|
2018
Q1 | $6K | Hold |
120
| – | – | ﹤0.01% | 552 |
|
|
2017
Q4 | $6K | Buy |
120
+1
| +0.8% | +$54 | ﹤0.01% | 537 |
|
|
2017
Q3 | $6K | Buy |
119
+1
| +0.8% | +$51 | ﹤0.01% | 507 |
|
|
2017
Q2 | $6K | Hold |
118
| – | – | ﹤0.01% | 551 |
|
|
2017
Q1 | $6K | Hold |
118
| – | – | ﹤0.01% | 536 |
|
|
2016
Q4 | $7K | Buy |
118
+1
| +0.9% | +$57 | ﹤0.01% | 523 |
|
|
2016
Q3 | $7K | Buy |
117
+1
| +0.9% | +$55 | ﹤0.01% | 502 |
|
|
2016
Q2 | $7K | Buy |
116
+1
| +0.9% | +$53 | ﹤0.01% | 490 |
|
|
2016
Q1 | $6K | Buy |
115
+1
| +0.9% | +$45 | ﹤0.01% | 474 |
|
|
2015
Q4 | $5K | Buy |
114
+1
| +0.9% | +$41 | ﹤0.01% | 524 |
|
|
2015
Q3 | $4K | Buy |
113
+1
| +0.9% | +$37 | ﹤0.01% | 533 |
|
|
2015
Q2 | $4K | Buy |
112
+1
| +0.9% | +$37 | ﹤0.01% | 547 |
|
|
2015
Q1 | $4K | Buy |
111
+1
| +0.9% | +$40 | ﹤0.01% | 568 |
|
|
2014
Q4 | $5K | Buy |
110
+1
| +0.9% | +$38 | ﹤0.01% | 528 |
|
|
2014
Q3 | $4K | Buy |
109
+1
| +0.9% | +$36 | ﹤0.01% | 555 |
|
|
2014
Q2 | $4K | Buy |
108
+1
| +0.9% | +$36 | ﹤0.01% | 555 |
|
|
2014
Q1 | $4K | Buy |
107
+1
| +0.9% | +$34 | ﹤0.01% | 525 |
|
|
2013
Q4 | $3K | Buy |
106
+2
| +2% | +$63 | ﹤0.01% | 546 |
|
|
2013
Q3 | $3K | Buy |
+104
| New | +$3.32K | ﹤0.01% | 512 |
|
Other funds holding WR
N
LTFS
OSNBOA
AW