IBM Retirement Fund’s Westar Energy Inc WR Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2017
Q1 | – | Sell |
-13,355
| Closed | -$753K | – | 901 |
|
2016
Q4 | $753K | Hold |
13,355
| – | – | 0.03% | 432 |
|
2016
Q3 | $758K | Sell |
13,355
-940
| -7% | -$53.4K | 0.04% | 477 |
|
2016
Q2 | $802K | Buy |
14,295
+42
| +0.3% | +$2.36K | 0.03% | 481 |
|
2016
Q1 | $707K | Sell |
14,253
-18,223
| -56% | -$904K | 0.03% | 532 |
|
2015
Q4 | $1.38M | Buy |
32,476
+4,219
| +15% | +$179K | 0.03% | 625 |
|
2015
Q3 | $1.09M | Sell |
28,257
-2,440
| -8% | -$93.8K | 0.02% | 621 |
|
2015
Q2 | $1.05M | Buy |
30,697
+247
| +0.8% | +$8.45K | 0.02% | 736 |
|
2015
Q1 | $1.18M | Hold |
30,450
| – | – | 0.02% | 680 |
|
2014
Q4 | $1.26M | Buy |
30,450
+2,767
| +10% | +$114K | 0.02% | 655 |
|
2014
Q3 | $945K | Sell |
27,683
-3,628
| -12% | -$124K | 0.02% | 716 |
|
2014
Q2 | $1.2M | Buy |
31,311
+119
| +0.4% | +$4.58K | 0.02% | 691 |
|
2014
Q1 | $1.11M | Sell |
31,192
-17,824
| -36% | -$634K | 0.02% | 710 |
|
2013
Q4 | $1.58M | Sell |
49,016
-1,863
| -4% | -$59.9K | 0.02% | 741 |
|
2013
Q3 | $1.56M | Sell |
50,879
-7,835
| -13% | -$240K | 0.02% | 735 |
|
2013
Q2 | $1.88M | Buy |
+58,714
| New | +$1.88M | 0.02% | 684 |
|