Gradient Investments’s Westar Energy Inc WR Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2018
Q2 | – | Sell |
-200
| Closed | -$11K | – | 1214 |
|
2018
Q1 | $11K | Hold |
200
| – | – | ﹤0.01% | 622 |
|
2017
Q4 | $11K | Buy |
+200
| New | +$11K | ﹤0.01% | 595 |
|
2017
Q3 | – | Sell |
-200
| Closed | -$11K | – | 860 |
|
2017
Q2 | $11K | Hold |
200
| – | – | ﹤0.01% | 473 |
|
2017
Q1 | $11K | Hold |
200
| – | – | ﹤0.01% | 498 |
|
2016
Q4 | $11K | Hold |
200
| – | – | ﹤0.01% | 448 |
|
2016
Q3 | $11K | Hold |
200
| – | – | ﹤0.01% | 447 |
|
2016
Q2 | $11K | Hold |
200
| – | – | ﹤0.01% | 423 |
|
2016
Q1 | $10K | Hold |
200
| – | – | ﹤0.01% | 447 |
|
2015
Q4 | $8K | Hold |
200
| – | – | ﹤0.01% | 435 |
|
2015
Q3 | $8K | Hold |
200
| – | – | ﹤0.01% | 413 |
|
2015
Q2 | $7K | Hold |
200
| – | – | ﹤0.01% | 437 |
|
2015
Q1 | $8K | Hold |
200
| – | – | ﹤0.01% | 446 |
|
2014
Q4 | $8K | Hold |
200
| – | – | ﹤0.01% | 383 |
|
2014
Q3 | $7K | Hold |
200
| – | – | ﹤0.01% | 368 |
|
2014
Q2 | $8K | Hold |
200
| – | – | ﹤0.01% | 374 |
|
2014
Q1 | $7K | Hold |
200
| – | – | ﹤0.01% | 380 |
|
2013
Q4 | $6K | Hold |
200
| – | – | ﹤0.01% | 427 |
|
2013
Q3 | $6K | Buy |
+200
| New | +$6K | ﹤0.01% | 329 |
|