Gofen & Glossberg’s Westar Energy Inc WR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q2 | – | Sell |
-7,418
| Closed | -$390K | – | 462 |
|
|
2018
Q1 | $390K | Hold |
7,418
| – | – | 0.01% | 322 |
|
|
2017
Q4 | $392K | Sell |
7,418
-620
| -8% | -$33.4K | 0.01% | 340 |
|
|
2017
Q3 | $399K | Buy |
8,038
+518
| +7% | +$26.3K | 0.01% | 336 |
|
|
2017
Q2 | $399K | Hold |
7,520
| – | – | 0.02% | 329 |
|
|
2017
Q1 | $408K | Buy |
7,520
+520
| +7% | +$28.3K | 0.02% | 318 |
|
|
2016
Q4 | $394K | Hold |
7,000
| – | – | 0.02% | 307 |
|
|
2016
Q3 | $397K | Hold |
7,000
| – | – | 0.02% | 308 |
|
|
2016
Q2 | $393K | Sell |
7,000
-200
| -3% | -$10.6K | 0.02% | 301 |
|
|
2016
Q1 | $357K | Hold |
7,200
| – | – | 0.02% | 319 |
|
|
2015
Q4 | $305K | Sell |
7,200
-91
| -1% | -$3.72K | 0.01% | 340 |
|
|
2015
Q3 | $280K | Buy |
7,291
+91
| +1% | +$3.36K | 0.01% | 350 |
|
|
2015
Q2 | $246K | Hold |
7,200
| – | – | 0.01% | 393 |
|
|
2015
Q1 | $279K | Sell |
7,200
-400
| -5% | -$16.1K | 0.01% | 374 |
|
|
2014
Q4 | $313K | Hold |
7,600
| – | – | 0.01% | 340 |
|
|
2014
Q3 | $259K | Hold |
7,600
| – | – | 0.01% | 372 |
|
|
2014
Q2 | $290K | Hold |
7,600
| – | – | 0.01% | 357 |
|
|
2014
Q1 | $260K | Hold |
7,600
| – | – | 0.01% | 366 |
|
|
2013
Q4 | $244K | Hold |
7,600
| – | – | 0.01% | 373 |
|
|
2013
Q3 | $233K | Hold |
7,600
| – | – | 0.01% | 360 |
|
|
2013
Q2 | $243K | Buy |
+7,600
| New | +$250K | 0.01% | 344 |
|
Other funds holding WR
N
LTFS
OSNBOA
AW