Independent Advisor Alliance’s Westar Energy Inc WR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q2 | – | Sell |
-4,258
| Closed | -$221K | – | 389 |
|
|
2018
Q1 | $221K | Hold |
4,258
| – | – | 0.05% | 301 |
|
|
2017
Q4 | $220K | Hold |
4,258
| – | – | 0.05% | 284 |
|
|
2017
Q3 | $217K | Hold |
4,258
| – | – | 0.06% | 244 |
|
|
2017
Q2 | $215K | Sell |
4,258
-299
| -7% | -$15.1K | 0.07% | 223 |
|
|
2017
Q1 | $249K | Buy |
4,557
+124
| +3% | +$6.78K | 0.04% | 342 |
|
|
2016
Q4 | $246K | Buy |
+4,433
| New | +$246K | 0.11% | 153 |
|