FWM
WR
Frontier 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 |
-46,779
| Closed | -$2.46M | – | 436 |
|
|
2018
Q1 | $2.46M | Sell |
46,779
-94
| -0.2% | -$4.94K | 0.34% | 70 |
|
|
2017
Q4 | $2.48M | Sell |
46,873
-810
| -2% | -$42.8K | 0.4% | 59 |
|
|
2017
Q3 | $2.37M | Sell |
47,683
-1,722
| -3% | -$85.4K | 0.34% | 77 |
|
|
2017
Q2 | $2.62M | Sell |
49,405
-2,680
| -5% | -$142K | 0.4% | 66 |
|
|
2017
Q1 | $2.83M | Buy |
52,085
+2,864
| +6% | +$155K | 0.43% | 62 |
|
|
2016
Q4 | $2.77M | Sell |
49,221
-1,523
| -3% | -$85.8K | 0.45% | 66 |
|
|
2016
Q3 | $2.88M | Sell |
50,744
-1,662
| -3% | -$94.3K | 0.44% | 59 |
|
|
2016
Q2 | $2.94M | Buy |
52,406
+12,841
| +32% | +$720K | 0.47% | 56 |
|
|
2016
Q1 | $1.96M | Sell |
39,565
-647
| -2% | -$32.1K | 0.16% | 85 |
|
|
2015
Q4 | $1.71M | Sell |
40,212
-799
| -2% | -$33.9K | 0.27% | 95 |
|
|
2015
Q3 | $1.58M | Buy |
41,011
+5,568
| +16% | +$214K | 0.25% | 101 |
|
|
2015
Q2 | $1.21M | Buy |
35,443
+21,446
| +153% | +$734K | 0.19% | 112 |
|
|
2015
Q1 | $543K | Sell |
13,997
-10,498
| -43% | -$407K | 0.09% | 158 |
|
|
2014
Q4 | $1.01M | Buy |
+24,495
| New | +$1.01M | 0.19% | 88 |
|