Global Retirement Partners’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 |
-243
| Closed | -$13K | – | 1617 |
|
|
2018
Q1 | $13K | Hold |
243
| – | – | ﹤0.01% | 894 |
|
|
2017
Q4 | $13K | Sell |
243
-9
| -4% | -$481 | ﹤0.01% | 836 |
|
|
2017
Q3 | $12K | Buy |
252
+101
| +67% | +$4.81K | 0.01% | 786 |
|
|
2017
Q2 | $8K | Hold |
151
| – | – | ﹤0.01% | 850 |
|
|
2017
Q1 | $8K | Buy |
+151
| New | +$8K | ﹤0.01% | 820 |
|