Gerstein Fisher’s Westar Energy Inc WR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q3 | $351K | Sell |
6,177
-78
| -1% | -$4.43K | 0.04% | 303 |
|
|
2016
Q2 | $351K | Buy |
6,255
+38
| +0.6% | +$2.13K | 0.05% | 282 |
|
|
2016
Q1 | $308K | Sell |
6,217
-77
| -1% | -$3.82K | 0.04% | 300 |
|
|
2015
Q4 | $267K | Sell |
6,294
-344
| -5% | -$14.6K | 0.04% | 326 |
|
|
2015
Q3 | $255K | Buy |
6,638
+385
| +6% | +$14.8K | 0.04% | 339 |
|
|
2015
Q2 | $214K | Buy |
6,253
+491
| +9% | +$16.8K | 0.03% | 376 |
|
|
2015
Q1 | $223K | Buy |
5,762
+213
| +4% | +$8.24K | 0.04% | 372 |
|
|
2014
Q4 | $229K | Buy |
+5,549
| New | +$229K | 0.04% | 346 |
|
|
2014
Q3 | – | Sell |
-7,161
| Closed | -$273K | – | 414 |
|
|
2014
Q2 | $273K | Buy |
7,161
+830
| +13% | +$31.6K | 0.05% | 267 |
|
|
2014
Q1 | $223K | Buy |
+6,331
| New | +$223K | 0.04% | 301 |
|