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Geller Advisors’s Westar Energy Inc WR Stock Holding History

Geller Advisors’s Portfolio WR Stock Details WR Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2016
Q3 		– Sell
-4,500
Closed -$252K – 28
2016
Q2 		$252K Hold
4,500
– – 0.15% 21
2016
Q1 		$223K Buy
+4,500
New +$223K 0.13% 24