IMA Advisory Services’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
Q1 | – | Sell |
-33,350
| Closed | -$1.38M | – | 163 |
|
|
2014
Q4 | $1.38M | Sell |
33,350
-4,950
| -13% | -$204K | 0.71% | 47 |
|
|
2014
Q3 | $1.31M | Buy |
38,300
+4,350
| +13% | +$148K | 0.62% | 50 |
|
|
2014
Q2 | $1.3M | Sell |
33,950
-5,380
| -14% | -$206K | 0.59% | 52 |
|
|
2014
Q1 | $1.38M | Sell |
39,330
-1,480
| -4% | -$52K | 0.65% | 50 |
|
|
2013
Q4 | $1.31M | Buy |
40,810
+5,360
| +15% | +$172K | 0.62% | 53 |
|
|
2013
Q3 | $1.09M | Buy |
+35,450
| New | +$1.09M | 0.53% | 59 |
|