HWA
WR

Heritage Wealth Advisors’s Westar Energy Inc WR Stock Holding History

Heritage Wealth Advisors’s Portfolio WR Stock Details WR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2016
Q3 		– Sell
-4,050
Closed -$227K – 99
2016
Q2 		$227K Hold
4,050
– – 0.15% 86
2016
Q1 		$200K Buy
+4,050
New +$200K 0.16% 83