IHT Wealth Management’s Westar Energy Inc WR Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2018
Q2 | – | Sell |
-5,321
| Closed | -$276K | – | 1675 |
|
2018
Q1 | $276K | Buy |
5,321
+219
| +4% | +$11.4K | 0.07% | 294 |
|
2017
Q4 | $264K | Buy |
5,102
+5,072
| +16,907% | +$262K | 0.07% | 307 |
|
2017
Q3 | $2K | Hold |
30
| – | – | ﹤0.01% | 1271 |
|
2017
Q2 | $1 | Hold |
30
| – | – | ﹤0.01% | 1403 |
|
2017
Q1 | $2K | Hold |
30
| – | – | ﹤0.01% | 1131 |
|
2016
Q4 | $2K | Buy |
+30
| New | +$2K | ﹤0.01% | 1082 |
|