Hillsdale Investment Management’s Westar Energy Inc WR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q4 | – | Sell |
-3,600
| Closed | -$138K | – | 644 |
|
|
2015
Q3 | $138K | Sell |
3,600
-500
| -12% | -$19.2K | 0.05% | 362 |
|
|
2015
Q2 | $140K | Buy |
4,100
+500
| +14% | +$17.1K | 0.04% | 377 |
|
|
2015
Q1 | $140K | Sell |
3,600
-900
| -20% | -$35K | 0.04% | 372 |
|
|
2014
Q4 | $186K | Sell |
4,500
-900
| -17% | -$37.2K | 0.05% | 335 |
|
|
2014
Q3 | $184K | Sell |
5,400
-500
| -8% | -$17K | 0.06% | 322 |
|
|
2014
Q2 | $225K | Buy |
5,900
+300
| +5% | +$11.4K | 0.05% | 306 |
|
|
2014
Q1 | $197K | Buy |
5,600
+100
| +2% | +$3.52K | 0.06% | 318 |
|
|
2013
Q4 | $177K | Buy |
5,500
+700
| +15% | +$22.5K | 0.05% | 322 |
|
|
2013
Q3 | $147K | Sell |
4,800
-1,700
| -26% | -$52.1K | 0.04% | 317 |
|
|
2013
Q2 | $208K | Buy |
+6,500
| New | +$208K | 0.07% | 288 |
|