Glassman Wealth Services’s Westar Energy Inc WR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q2 | – | Sell |
-114
| Closed | -$6K | – | 1060 |
|
|
2018
Q1 | $6K | Hold |
114
| – | – | ﹤0.01% | 416 |
|
|
2017
Q4 | $6K | Hold |
114
| – | – | ﹤0.01% | 386 |
|
|
2017
Q3 | $6K | Hold |
114
| – | – | ﹤0.01% | 347 |
|
|
2017
Q2 | $6K | Hold |
114
| – | – | ﹤0.01% | 350 |
|
|
2017
Q1 | $6K | Hold |
114
| – | – | ﹤0.01% | 396 |
|
|
2016
Q4 | $6K | Hold |
114
| – | – | ﹤0.01% | 423 |
|
|
2016
Q3 | $6K | Hold |
114
| – | – | 0.01% | 357 |
|
|
2016
Q2 | $6K | Hold |
114
| – | – | 0.01% | 375 |
|
|
2016
Q1 | $6K | Hold |
114
| – | – | 0.01% | 363 |
|
|
2015
Q4 | $5K | Hold |
114
| – | – | ﹤0.01% | 378 |
|
|
2015
Q3 | $4K | Hold |
114
| – | – | ﹤0.01% | 377 |
|
|
2015
Q2 | $4K | Hold |
114
| – | – | ﹤0.01% | 388 |
|
|
2015
Q1 | $4K | Hold |
114
| – | – | ﹤0.01% | 390 |
|
|
2014
Q4 | $5K | Buy |
+114
| New | +$5K | ﹤0.01% | 426 |
|