Hefty Wealth 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
Q1 | $16K | Hold |
313
| – | – | 0.01% | 172 |
|
|
2017
Q4 | $17K | Hold |
313
| – | – | 0.01% | 173 |
|
|
2017
Q3 | $16K | Sell |
313
-289
| -48% | -$14.8K | 0.01% | 169 |
|
|
2017
Q2 | $31K | Hold |
602
| – | – | 0.02% | 139 |
|
|
2017
Q1 | $32K | Hold |
602
| – | – | 0.02% | 140 |
|
|
2016
Q4 | $33K | Hold |
602
| – | – | 0.03% | 132 |
|
|
2016
Q3 | $34K | Buy |
602
+289
| +92% | +$16.3K | 0.03% | 144 |
|
|
2016
Q2 | $17K | Buy |
+313
| New | +$17K | 0.01% | 132 |
|