IFP Advisors’s Westar Energy Inc WR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Hold |
0
| – | – | – | 5796 |
|
|
2021
Q2 | – | Hold |
0
| – | – | – | 5606 |
|
|
2021
Q1 | – | Hold |
0
| – | – | – | 5421 |
|
|
2020
Q4 | – | Hold |
0
| – | – | – | 5167 |
|
|
2020
Q3 | – | Hold |
0
| – | – | – | 4954 |
|
|
2020
Q2 | – | Hold |
0
| – | – | – | 4701 |
|
|
2020
Q1 | – | Hold |
0
| – | – | – | 4545 |
|
|
2018
Q2 | – | Sell |
-4,485
| Closed | -$237K | – | 4249 |
|
|
2018
Q1 | $237K | Hold |
4,485
| – | – | 0.01% | 914 |
|
|
2017
Q4 | $237K | Sell |
4,485
-5,624
| -56% | -$297K | 0.01% | 913 |
|
|
2017
Q3 | $501K | Sell |
10,109
-768
| -7% | -$38.1K | 0.02% | 693 |
|
|
2017
Q2 | $577K | Buy |
10,877
+1,441
| +15% | +$76.4K | 0.02% | 627 |
|
|
2017
Q1 | $512K | Sell |
9,436
-1,628
| -15% | -$88.3K | 0.02% | 671 |
|
|
2016
Q4 | $623K | Buy |
11,064
+2,856
| +35% | +$161K | 0.03% | 540 |
|
|
2016
Q3 | $466K | Sell |
8,208
-29,008
| -78% | -$1.65M | 0.02% | 587 |
|
|
2016
Q2 | $2.09M | Buy |
+37,216
| New | +$2.09M | 0.12% | 198 |
|
|
2016
Q1 | – | Sell |
-10,087
| Closed | -$428K | – | 4480 |
|
|
2015
Q4 | $428K | Buy |
+10,087
| New | +$428K | 0.03% | 536 |
|