Gideon Capital Advisors’s Westar Energy Inc WR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | – | Sell |
-6,247
| Closed | -$353K | – | 577 |
|
|
2016
Q4 | $353K | Buy |
+6,247
| New | +$353K | 0.23% | 199 |
|
|
2016
Q3 | – | Sell |
-68,443
| Closed | -$3.84M | – | 308 |
|
|
2016
Q2 | $3.84M | Buy |
+68,443
| New | +$3.84M | 2.23% | 6 |
|
|
2014
Q4 | – | Sell |
-25,158
| Closed | -$858K | – | 371 |
|
|
2014
Q3 | $858K | Buy |
+25,158
| New | +$858K | 0.33% | 104 |
|
|
2014
Q2 | – | Sell |
-10,489
| Closed | -$369K | – | 353 |
|
|
2014
Q1 | $369K | Buy |
+10,489
| New | +$369K | 0.2% | 142 |
|